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Unique Wealth’s Technology Select Sector SPDR Fund XLK Stock Holding History

Unique Wealth’s Portfolio XLK Stock Details XLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,543
Closed -$441K – 67
2022
Q4 		$441K Buy
+3,543
New +$441K 0.24% 31