Prestige Wealth Management Group’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$155K	Sell	822 -286	-26%	-$50.1K	0.03%	174
2025 Q4	$170K	Sell	1,108 -36	-3%	-$5.34K	0.03%	171
2025 Q3	$160K	Sell	1,144 -27	-2%	-$3.46K	0.03%	184
2025 Q2	$137K	Buy	1,171 +58	+5%	+$5.89K	0.03%	192
2025 Q1	$111K	Sell	1,113 -263	-19%	-$28.1K	0.02%	192
2024 Q4	$147K	Sell	1,376 -32	-2%	-$3.38K	0.03%	172
2024 Q3	$142K	Hold	1,408	–	–	0.03%	173
2024 Q2	$109K	Hold	1,408	–	–	0.02%	171
2024 Q1	$105K	Buy	1,408 +291	+26%	+$22.3K	0.02%	197
2023 Q4	$89.3K	Hold	1,117	–	–	0.02%	196
2023 Q3	$79.2K	Buy	1,117 +96	+9%	+$7.13K	0.02%	203
2023 Q2	$79.2K	Buy	1,021 +43	+4%	+$3.21K	0.02%	227
2023 Q1	$79.3K	Sell	978 -68	-7%	-$5.62K	0.02%	207
2022 Q4	$85.4K	Hold	1,046	–	–	0.02%	206
2022 Q3	$80K	Buy	+1,046	New	+$87.6K	0.02%	187
2019 Q3	–	Sell	-400	Closed	-$27K	–	650
2019 Q2	$27K	Hold	400	–	–	0.02%	239
2019 Q1	$28K	Hold	400	–	–	0.02%	235
2018 Q4	$25K	Buy	+400	New	+$27.7K	0.02%	276