Connecticut Wealth Management’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
2021 Q2	–	Sell	-9,741	Closed	-$1.29M	–	227
2021 Q1	$1.29M	Buy	9,741 +2,783	+40%	+$370K	0.12%	53
2020 Q4	$905K	Sell	6,958 -110	-2%	-$14.3K	0.1%	81
2020 Q3	$825K	Buy	+7,068	New	+$825K	0.09%	92