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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$302K Buy
2024
Q3
$281K Buy
2024
Q2
$257K Buy
2024
Q1
$203K Buy
2019
Q3
Sell
2019
Q2
$26K Buy
2019
Q1
$25K Hold
2018
Q4
$21K Buy