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

Westwood 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
2022
Q1 		– Sell
-224
Closed -$8.1M – 53
2021
Q4 		$8.1M Buy
+224
New +$8.1M 3.46% 8