National Wealth Management Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,427	Closed	-$205K	–	260
2025 Q4	$205K	Sell	1,427 -399	-22%	-$57.6K	0.07%	238
2025 Q3	$257K	Sell	1,826 -8	-0.4%	-$1.06K	0.1%	199
2025 Q2	$232K	Sell	1,834 -116	-6%	-$12.9K	0.13%	142
2025 Q1	$201K	Buy	1,950 +50	+3%	+$5.67K	0.13%	142
2024 Q4	$221K	Sell	1,900 -2,050	-52%	-$239K	0.15%	132
2024 Q3	$446K	Sell	3,950 -200	-5%	-$22K	0.3%	80
2024 Q2	$469K	Sell	4,150 -646	-13%	-$68K	0.36%	67
2024 Q1	$500K	Buy	4,796 +24	+0.5%	+$2.43K	0.39%	68
2023 Q4	$459K	Sell	4,772 -332	-7%	-$29.6K	0.44%	67
2023 Q3	$418K	Buy	5,104 +1,976	+63%	+$169K	0.45%	72
2023 Q2	$263K	Buy	+3,128	New	+$247K	0.27%	101
2023 Q1	–	Sell	-3,830	Closed	-$238K	–	172
2022 Q4	$238K	Sell	3,830 -6,672	-64%	-$424K	0.29%	114
2022 Q3	$624K	Sell	10,502 -94	-0.9%	-$6.42K	0.81%	26
2022 Q2	$674K	Sell	10,596 -22,410	-68%	-$1.56M	0.85%	29
2022 Q1	$2.62M	Buy	33,006 +9,596	+41%	+$753K	2.53%	8
2021 Q4	$2.04M	Buy	+23,410	New	+$1.93M	1.91%	10