LeClair Wealth 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
$785K Sell
3,101
-69
-2% -$17.5K 0.53% 35
2025
Q1
$655K Hold
3,170
0.47% 44
2024
Q4
$737K Buy
+3,170
New +$737K 0.49% 45