Lokken Investment Group’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	$221K	Buy	+872	New	+$221K	0.09%	125
2025 Q1	–	Sell	-875	Closed	-$204K	–	148
2024 Q4	$204K	Sell	875 -134	-13%	-$31.2K	0.09%	134
2024 Q3	$228K	Buy	1,009 +39	+4%	+$8.81K	0.1%	136
2024 Q2	$219K	Buy	+970	New	+$219K	0.1%	131