Wingate Wealth Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3
Closed -$698 468
2024
Q4
$698 Buy
+3
New +$698 ﹤0.01% 458