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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$410K	Buy
2025 Q2	$366K	Sell
2025 Q1	$373K	Sell
2024 Q4	$510K	Buy