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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.41M Buy
2025
Q1
$299K Sell
2024
Q4
$344K Buy
2024
Q3
$335K Buy
2024
Q2
$287K Buy
2024
Q1
$256K Buy
2022
Q1
Sell
2021
Q4
$1.82M Buy
2021
Q3
$1.4M Buy
2021
Q2
$1.38M Buy
2021
Q1
$1.24M Sell
2020
Q4
$1.5M Buy