Optivise Advisory Services’s Technology Select Sector SPDR Fund XLK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$390K	Sell	1,539 -2	-0.1%	-$506	0.2%	112
2025 Q1	$318K	Sell	1,541 -39	-2%	-$8.05K	0.18%	120
2024 Q4	$367K	Sell	1,580 -111	-7%	-$25.8K	0.2%	110
2024 Q3	$382K	Buy	1,691 +20	+1%	+$4.51K	0.2%	99
2024 Q2	$378K	Buy	+1,671	New	+$378K	0.2%	108