JPL 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
Q1
Sell
-1,587
Closed -$369K 125
2024
Q4
$369K Buy
+1,587
New +$369K 0.11% 102
2024
Q2
$409K Sell
1,810
-201
-10% -$45.5K 0.2% 82
2024
Q1
$419K Buy
2,011
+460
+30% +$95.8K 0.23% 84
2023
Q4
$299K Buy
+1,551
New +$299K 0.22% 87