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

Dopkins 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	$1.11M	Hold
2025 Q2	$995K	Sell
2025 Q1	$1.01M	Buy
2024 Q4	$1.13M	Buy
2024 Q3	$880K	Hold
2024 Q2	$882K	Hold
2024 Q1	$812K	Buy