Daymark Wealth Partners’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
2025
Q2
$846K Buy
3,341
+212
+7% +$53.7K 0.03% 286
2025
Q1
$646K Buy
3,129
+91
+3% +$18.8K 0.03% 299
2024
Q4
$706K Sell
3,038
-35
-1% -$8.14K 0.03% 281
2024
Q3
$694K Sell
3,073
-47
-2% -$10.6K 0.03% 292
2024
Q2
$706K Buy
3,120
+490
+19% +$111K 0.03% 286
2024
Q1
$548K Sell
2,630
-417
-14% -$86.8K 0.03% 256
2023
Q4
$586K Sell
3,047
-13
-0.4% -$2.5K 0.04% 244
2023
Q3
$502K Sell
3,060
-1,006
-25% -$165K 0.03% 242
2023
Q2
$707K Buy
4,066
+453
+13% +$78.8K 0.05% 197
2023
Q1
$546K Buy
+3,613
New +$546K 0.07% 179