Davies Financial 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
2024
Q4
Sell
-1,032
Closed -$233K 74
2024
Q3
$233K Hold
1,032
0.2% 66
2024
Q2
$233K Buy
+1,032
New +$233K 0.22% 63