WealthShield Partners’s Technology Select Sector SPDR Fund XLK Stock Holding History

WealthShield Partners’s Portfolio XLK Stock Details XLK Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.54M	Sell	21,888 -256	-1%	-$64.8K	0.67%	38
2025 Q1	$4.57M	Sell	22,144 -6,733	-23%	-$1.39M	0.59%	46
2024 Q4	$6.71M	Sell	28,877 -9,925	-26%	-$2.31M	0.95%	29
2024 Q3	$8.76M	Buy	38,802 +11,108	+40%	+$2.51M	1.19%	22
2024 Q2	$6.27M	Buy	27,694 +5,073	+22%	+$1.15M	0.95%	25
2024 Q1	$4.71M	Sell	22,621 -4,912	-18%	-$1.02M	0.76%	34
2023 Q4	$5.3M	Sell	27,533 -1,659	-6%	-$319K	0.87%	27
2023 Q3	$4.79M	Buy	29,192 +3,739	+15%	+$613K	0.72%	34
2023 Q2	$4.43M	Buy	25,453 +4,238	+20%	+$737K	0.67%	36
2023 Q1	$3.2M	Buy	21,215 +1,156	+6%	+$175K	0.52%	49
2022 Q4	$2.5M	Sell	20,059 -9,607	-32%	-$1.2M	0.48%	53
2022 Q3	$3.52M	Buy	29,666 +13,555	+84%	+$1.61M	0.7%	32
2022 Q2	$2.05M	Hold	16,111	–	–	0.41%	65
2022 Q1	$2.56M	Sell	16,111 -47,288	-75%	-$7.52M	0.41%	58
2021 Q4	$11M	Buy	63,399 +4,413	+7%	+$767K	1.83%	8
2021 Q3	$8.81M	Buy	58,986 +562	+1%	+$83.9K	2.36%	6
2021 Q2	$8.63M	Buy	58,424 +38,091	+187%	+$5.62M	1.35%	19
2021 Q1	$2.7M	Buy	20,333 +538	+3%	+$71.4K	0.49%	61
2020 Q4	$2.57M	Buy	19,795 +4,634	+31%	+$603K	0.48%	54
2020 Q3	$1.77M	Buy	15,161 +1,165	+8%	+$136K	0.62%	43
2020 Q2	$1.46M	Buy	13,996 +1,696	+14%	+$177K	0.67%	35
2020 Q1	$989K	Sell	12,300 -2,504	-17%	-$201K	0.61%	38
2019 Q4	$1.36M	Buy	14,804 +2,100	+17%	+$192K	0.66%	33
2019 Q3	$1.02M	Buy	12,704 +1,325	+12%	+$107K	0.54%	38
2019 Q2	$888K	Sell	11,379 -3,437	-23%	-$268K	0.51%	41
2019 Q1	$1.1M	Sell	14,816 -10	-0.1%	-$740	0.61%	35
2018 Q4	$919K	Sell	14,826 -12,172	-45%	-$754K	0.63%	35
2018 Q3	$2.03M	Sell	26,998 -438	-2%	-$33K	1.16%	22
2018 Q2	$1.91M	Sell	27,436 -30,009	-52%	-$2.08M	1.16%	20
2018 Q1	$3.76M	Sell	57,445 -2,368	-4%	-$155K	2.38%	9
2017 Q4	$3.87M	Buy	+59,813	New	+$3.87M	2.36%	10