Ledgewood 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
Q2
$253K Hold
1,000
0.16% 61
2025
Q1
$206K Hold
1,000
0.13% 64
2024
Q4
$233K Hold
1,000
0.15% 62
2024
Q3
$226K Hold
1,000
0.15% 62
2024
Q2
$226K Hold
1,000
0.2% 54
2024
Q1
$208K Buy
+1,000
New +$208K 0.19% 57