Centerline Wealth Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$266K Buy
1,052
+36
+4% +$9.12K 0.13% 37
2025
Q1
$210K Buy
1,016
+2
+0.2% +$413 0.13% 36
2024
Q4
$236K Buy
+1,014
New +$236K 0.14% 32