Sheets Smith 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	-1,031	Closed	-$233K	–	400
2024 Q2	$233K	Sell	1,031 -240	-19%	-$54.3K	0.03%	349
2024 Q1	$265K	Sell	1,271 -39	-3%	-$8.12K	0.03%	334
2023 Q4	$252K	Buy	1,310 +431	+49%	+$82.9K	0.04%	303
2023 Q3	$144K	Buy	+879	New	+$144K	0.02%	325