Plan Group Financial’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	–	Sell	-3,313	Closed	-$684K	–	176
2025 Q1	$684K	Buy	3,313 +1,950	+143%	+$403K	0.24%	80
2024 Q4	$317K	Sell	1,363 -30	-2%	-$6.98K	0.17%	87
2024 Q3	$314K	Buy	+1,393	New	+$314K	0.17%	88