Pines 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
Q2
$1.06M Buy
4,111
+210
+5% +$54K 0.37% 68
2025
Q1
$701K Sell
3,901
-36
-0.9% -$6.47K 0.32% 79
2024
Q4
$901K Buy
+3,937
New +$901K 0.39% 66