GYL Financial Synergies’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$6.24M	Buy	55,242 +1,090	+2%	+$120K	0.47%	53
2024 Q2	$6.13M	Buy	54,152 +11,894	+28%	+$1.25M	0.47%	55
2024 Q1	$4.4M	Sell	42,258 -294	-0.7%	-$29.7K	0.35%	69
2023 Q4	$4.1M	Sell	42,552 -556	-1%	-$49.5K	0.34%	75
2023 Q3	$3.53M	Sell	43,108 -1,040	-2%	-$89.2K	0.34%	73
2023 Q2	$3.84M	Buy	44,148 +6,072	+16%	+$479K	0.35%	70
2023 Q1	$2.87M	Sell	38,076 -26,406	-41%	-$1.82M	0.34%	66
2022 Q4	$4.01M	Sell	64,482 -4,038	-6%	-$256K	0.87%	27
2022 Q3	$4.07M	Buy	68,520 +8	+0%	+$546	1.11%	21
2022 Q2	$4.36M	Sell	68,512 -272	-0.4%	-$18.9K	1.19%	19
2022 Q1	$5.47M	Buy	68,784 +15,058	+28%	+$1.18M	1.31%	15
2021 Q4	$4.67M	Sell	53,726 -564	-1%	-$46.4K	1.26%	14
2021 Q3	$4.05M	Sell	54,290 -216	-0.4%	-$16.7K	2.07%	9
2021 Q2	$4.02M	Buy	54,506 +10,630	+24%	+$745K	2.08%	9
2021 Q1	$2.91M	Sell	43,876 -7,290	-14%	-$481K	1.6%	10
2020 Q4	$3.33M	Sell	51,166 -7,832	-13%	-$477K	1.92%	9
2020 Q3	$3.44M	Sell	58,998 -888	-1%	-$50.2K	2.26%	7
2020 Q2	$3.13M	Sell	59,886 -4,102	-6%	-$193K	2.27%	8
2020 Q1	$2.57M	Buy	63,988 +29,830	+87%	+$1.36M	1.64%	12
2019 Q4	$1.57M	Buy	34,158 +4,684	+16%	+$201K	0.69%	22
2019 Q3	$1.19M	Buy	29,474 +772	+3%	+$30.9K	0.59%	33
2019 Q2	$1.12M	Sell	28,702 -596	-2%	-$22.7K	0.59%	32
2019 Q1	$1.08M	Sell	29,298 -11,078	-27%	-$379K	0.61%	31
2018 Q4	$1.25M	Buy	+40,376	New	+$1.37M	0.91%	18