WCG Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$25M	Sell	188,477 -1,436	-0.8%	-$202K	0.7%	37
2025 Q4	$27.3M	Buy	189,913 +122,545	+182%	+$17.7M	0.77%	36
2025 Q3	$9.49M	Sell	67,368 -3,876	-5%	-$513K	0.6%	50
2025 Q2	$9.02M	Buy	+71,244	New	+$7.91M	0.58%	46
2025 Q1	–	Sell	-21,400	Closed	-$2.49M	–	330
2024 Q4	$2.49M	Sell	21,400 -2,704	-11%	-$315K	0.16%	134
2024 Q3	$2.72M	Sell	24,104 -78,512	-77%	-$8.62M	0.18%	124
2024 Q2	$11.6M	Buy	102,616 +11,876	+13%	+$1.25M	0.86%	33
2024 Q1	$9.45M	Sell	90,740 -28,162	-24%	-$2.85M	0.79%	37
2023 Q4	$11.4M	Sell	118,902 -10,770	-8%	-$959K	0.84%	37
2023 Q3	$10.8M	Buy	+129,672	New	+$11.1M	0.79%	40
2022 Q4	–	Sell	-9,204	Closed	-$580K	–	285
2022 Q3	$580K	Sell	9,204 -568	-6%	-$38.8K	0.08%	168
2022 Q2	$621K	Buy	+9,772	New	+$681K	0.09%	156