Libra Wealth’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
$500K Buy
1,975
+975
+98% +$247K 0.16% 45
2025
Q1
$206K Hold
1,000
0.08% 61
2024
Q4
$233K Hold
1,000
0.09% 52
2024
Q3
$226K Hold
1,000
0.09% 53
2024
Q2
$226K Hold
1,000
0.1% 50
2024
Q1
$208K Sell
1,000
-259
-21% -$53.9K 0.09% 54
2023
Q4
$242K Hold
1,259
0.12% 49
2023
Q3
$206K Hold
1,259
0.11% 50
2023
Q2
$219K Buy
+1,259
New +$219K 0.12% 50