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

Wealth Dimensions Group’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$295K	Buy
2025 Q2	$247K	Hold
2025 Q1	$201K	Hold
2024 Q4	$226K	Hold
2024 Q3	$220K	Hold
2024 Q2	$220K	Sell
2024 Q1	$208K	Buy