Everhart Financial Group’s Technology Select Sector SPDR Fund XLK Stock Holding History

Everhart Financial Group’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	$457K	Buy
2025 Q2	$409K	Sell
2025 Q1	$335K	Sell
2024 Q4	$378K	Sell
2024 Q3	$368K	Sell
2024 Q2	$454K	Buy
2024 Q1	$318K	Buy
2023 Q4	$275K	Buy