Moisand Fitzgerald Tamayo’s Technology Select Sector SPDR Fund XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$534K Hold
2025
Q1
$435K Buy
2024
Q4
$464K Buy
2024
Q3
$317K Buy
2024
Q2
$279K Buy
2024
Q1
$136K Buy
2023
Q4
$30K Buy
2023
Q3
Sell
2023
Q2
$34.8K Hold
2023
Q1
$30.2K Buy