Jacksonville Wealth Management’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
$277K Hold
1,095
0.22% 56
2025
Q1
$226K Sell
1,095
-48
-4% -$9.91K 0.22% 57
2024
Q4
$266K Buy
+1,143
New +$266K 0.25% 55