Perfromance Wealth Partners’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
$618K Sell
2025
Q1
$543K Sell
2024
Q4
$639K Sell
2024
Q3
$630K Buy
2024
Q2
$399K Hold
2024
Q1
$368K Hold
2023
Q4
$340K Hold
2023
Q3
$289K Hold
2023
Q2
$304K Hold
2023
Q1
$267K Hold
2022
Q4
$220K Sell
2022
Q3
$217K Hold
2022
Q2
$233K Hold
2022
Q1
$291K Buy
2021
Q4
$229K Buy