Triad Wealth Partners’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	$263K	Buy	+1,037	New	+$263K	0.05%	236
2024 Q3	–	Sell	-201	Closed	-$45.5K	–	966
2024 Q2	$45.5K	Buy	+201	New	+$45.5K	0.02%	239