Golden State Equity 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
$946K Buy
3,736
+240
+7% +$60.8K 0.18% 147
2025
Q1
$722K Sell
3,496
-242
-6% -$50K 0.14% 178
2024
Q4
$869K Buy
3,738
+2,677
+252% +$622K 0.17% 153
2024
Q3
$240K Sell
1,061
-2,248
-68% -$508K 0.13% 157
2024
Q2
$749K Buy
+3,309
New +$749K 0.16% 148
2023
Q4
$708K Buy
3,681
+326
+10% +$62.7K 0.17% 136
2023
Q3
$550K Sell
3,355
-150
-4% -$24.6K 0.15% 156
2023
Q2
$609K Buy
3,505
+1,580
+82% +$275K 0.17% 146
2023
Q1
$291K Buy
+1,925
New +$291K 0.16% 153