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

Copia 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 		$366K Sell
1,444
-361
-20% -$91.4K 0.31% 65
2025
Q1 		$373K Sell
1,805
-390
-18% -$80.5K 0.34% 56
2024
Q4 		$510K Buy
+2,195
New +$510K 0.49% 44