Flagship Private Wealth’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
2025
Q2
$300K Buy
2025
Q1
$244K Sell
2024
Q4
$285K Buy
2024
Q3
$264K Sell
2024
Q2
$290K Sell
2024
Q1
$278K Buy
2023
Q4
$233K Buy
2023
Q3
Sell
2023
Q2
$235K Sell
2023
Q1
$248K Sell
2022
Q4
$204K Buy
2022
Q3
Sell
2022
Q2
$209K Sell
2022
Q1
$275K Sell
2021
Q4
$1.17M Buy
2021
Q3
$731K Buy
2021
Q2
$455K Buy
2021
Q1
$416K Buy
2020
Q4
$385K Buy