GC Wealth Management RIA’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
$1.38M Buy
5,430
+1,171
+27% +$297K 0.11% 165
2025
Q1
$879K Sell
4,259
-163
-4% -$33.7K 0.16% 117
2024
Q4
$1.03M Sell
4,422
-30
-0.7% -$6.98K 0.18% 106
2024
Q3
$1.01M Buy
4,452
+85
+2% +$19.2K 0.18% 109
2024
Q2
$988K Buy
4,367
+340
+8% +$76.9K 0.2% 102
2024
Q1
$839K Buy
+4,027
New +$839K 0.17% 110