Schrum Private 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
2024
Q3
Sell
-999
Closed -$226K 177
2024
Q2
$226K Hold
999
0.2% 117
2024
Q1
$208K Buy
+999
New +$208K 0.19% 129