Precedent Wealth Partners’s Technology Select Sector SPDR Fund XLK Stock Holding History

Precedent Wealth Partners’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	$265K	Buy
2025 Q2	$233K	Sell
2025 Q1	$380K	Hold
2024 Q4	$428K	Hold
2024 Q3	$415K	Hold
2024 Q2	$416K	Hold
2024 Q1	$383K	Hold
2023 Q4	$354K	Buy