Summit Financial Strategies’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
2022
Q1
Sell
-1,202
Closed -$209K 132
2021
Q4
$209K Buy
+1,202
New +$209K 0.04% 120