My Personal CFO LLC’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
$625K Sell
2025
Q1
$716K Buy
2024
Q4
$336K Hold
2024
Q3
$326K Sell
2024
Q2
$331K Sell
2024
Q1
$313K Hold
2023
Q4
$290K Buy
2023
Q3
$247K Hold
2023
Q2
$262K Buy
2023
Q1
Sell
2022
Q4
$292K Hold
2022
Q3
$284K Sell
2022
Q2
$298K Buy