Perissos Private Wealth Management’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 Q1	–	Sell	-3,559	Closed	-$827K	–	96
2024 Q4	$827K	Sell	3,559 -72	-2%	-$16.7K	0.62%	45
2024 Q3	$820K	Buy	+3,631	New	+$820K	0.66%	47