Shared Vision Wealth Group’s Technology Select Sector SPDR Fund XLK Stock Holding History

Shared Vision Wealth Group’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 Q2	$376K	Hold
2025 Q1	$296K	Hold
2024 Q4	$333K	Hold
2024 Q3	$323K	Hold
2024 Q2	$324K	Hold
2024 Q1	$298K	Hold
2023 Q4	$276K	Buy