Vestia Personal Wealth Advisors’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
$329K Hold
1,300
0.23% 67
2025
Q1
$268K Hold
1,300
0.21% 72
2024
Q4
$302K Hold
1,300
0.25% 62
2024
Q3
$293K Hold
1,300
0.28% 59
2024
Q2
$294K Buy
+1,300
New +$294K 0.31% 52