TCFG 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
$676K Buy
2,671
+25
+0.9% +$6.33K 0.31% 85
2025
Q1
$546K Buy
2,646
+72
+3% +$14.9K 0.27% 97
2024
Q4
$599K Buy
2,574
+146
+6% +$33.9K 0.3% 83
2024
Q3
$548K Buy
+2,428
New +$548K 0.28% 91