LJI Wealth Management’s Technology Select Sector SPDR Fund XLK Stock Holding History

LJI Wealth Management’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$326K	Hold
2025 Q2	$293K	Hold
2025 Q1	$239K	Buy
2024 Q4	$264K	Hold
2024 Q3	$256K	Hold
2024 Q2	$257K	Buy
2024 Q1	–	Sell
2023 Q4	$218K	Buy