WWM
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Waterway Wealth Management’s Technology Select Sector SPDR Fund XLK Stock Holding History

Waterway Wealth Management’s Portfolio XLK Stock Details XLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,269
Closed -$629K – 79
2023
Q4 		$629K Buy
+3,269
New +$629K 0.26% 26