Forefront Wealth Partners’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
$1.81M Buy
7,608
+1,826
+32% +$435K 1.24% 24
2025
Q1
$1.19M Buy
5,782
+275
+5% +$56.8K 0.81% 32
2024
Q4
$1.28M Buy
+5,507
New +$1.28M 0.95% 31