Cedar Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-637	Closed	-$91.7K	–	231
2025 Q4	$91.7K	Buy	+637	New	+$92K	0.03%	105
2024 Q4	–	Sell	-3,040	Closed	-$343K	–	267
2024 Q3	$343K	Buy	3,040 +470	+18%	+$51.6K	0.11%	80
2024 Q2	$291K	Buy	2,570 +100	+4%	+$10.5K	0.09%	90
2024 Q1	$257K	Buy	2,470 +1,630	+194%	+$165K	0.08%	99
2023 Q4	$80.8K	Buy	+840	New	+$74.8K	0.03%	133
2022 Q2	–	Sell	-690	Closed	-$55K	–	381
2022 Q1	$55K	Hold	690	–	–	0.02%	178
2021 Q4	$60K	Sell	690 -100	-13%	-$8.23K	0.02%	176
2021 Q3	$59K	Hold	790	–	–	0.03%	154
2021 Q2	$58K	Buy	+790	New	+$55.3K	0.03%	161