Synergy Asset 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 Q1	–	Sell	-251	Closed	-$56.7K	–	878
2024 Q4	$56.7K	Buy	+251	New	+$56.7K	﹤0.01%	266
2023 Q2	–	Sell	-19,215	Closed	-$2.9M	–	140
2023 Q1	$2.9M	Buy	+19,215	New	+$2.9M	0.69%	40