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

Moulton 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	$3.2M	Buy
2025 Q2	$2.5M	Buy
2025 Q1	–	Sell
2024 Q4	$2.71M	Buy
2024 Q3	$517K	Buy
2022 Q1	–	Sell
2021 Q4	$7.84M	Sell
2021 Q3	$7.77M	Buy
2021 Q1	–	Sell
2020 Q4	$4.88M	Buy