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CarsonAllaria Wealth Management’s Technology Select Sector SPDR Fund XLK Stock Holding History

CarsonAllaria Wealth Management’s Portfolio XLK Stock Details XLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$60.5K Sell
239
-27
-10% -$6.84K 0.03% 126
2025
Q1 		$54.9K Hold
266
– – 0.03% 124
2024
Q4 		$61.9K Hold
266
– – 0.04% 121
2024
Q3 		$60.1K Buy
+266
New +$60.1K 0.03% 121