Fonville Wealth Management’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
$399K Buy
1,577
+18
+1% +$4.56K 0.1% 91
2025
Q1
$322K Buy
+1,559
New +$322K 0.09% 94
2024
Q4
Sell
-2,005
Closed -$453K 116
2024
Q3
$453K Buy
+2,005
New +$453K 0.16% 73