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

Paragon Private 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	$343K	Hold
2025 Q2	$308K	Sell
2025 Q1	$325K	Sell
2024 Q4	$400K	Sell
2024 Q3	$390K	Buy
2024 Q2	$389K	Buy
2024 Q1	$345K	Buy
2023 Q4	$281K	Buy