Valley Financial Management’s Technology Select Sector SPDR Fund XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$3.38M Buy
2023
Q1
$2.87M Buy
2022
Q4
$1.34M Sell
2022
Q3
$1.44M Buy