Summit Wealth Group’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
2021
Q3
Sell
-40
Closed -$6K 223
2021
Q2
$6K Hold
40
0.01% 125
2021
Q1
$5K Buy
+40
New +$5K 0.01% 127