Novak & Powell Financial Services’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
$295K Sell
2025
Q1
$334K Buy
2024
Q4
$271K Sell
2024
Q3
$282K Hold
2024
Q2
$282K Buy
2024
Q1
$257K Hold
2023
Q4
$237K Buy