Shira Ridge 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
2025
Q2
$220K Buy
+867
New +$220K 0.1% 75
2025
Q1
Sell
-870
Closed -$202K 83
2024
Q4
$202K Buy
+870
New +$202K 0.1% 77