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

Ridgecrest 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	$362K	Hold
2025 Q2	$325K	Sell
2025 Q1	$269K	Hold
2024 Q4	$303K	Hold
2024 Q3	$295K	Hold
2024 Q2	$295K	Buy
2024 Q1	$268K	Buy
2023 Q4	$244K	Buy
2023 Q3	$202K	Hold
2023 Q2	$215K	Buy