Invera Wealth Advisors’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 Q1	–	Sell	-924	Closed	-$223K	–	47
2024 Q4	$223K	Buy	924 +3	+0.3%	+$725	0.22%	45
2024 Q3	$219K	Buy	+921	New	+$219K	0.22%	45