AMJ Financial Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$544K	Buy	4,910 +278	+6%	+$32.2K	0.13%	66
2025 Q4	$545K	Buy	4,632 +57	+1%	+$6.56K	0.13%	69
2025 Q3	$542K	Sell	4,575 -14	-0.3%	-$1.56K	0.13%	65
2025 Q2	$498K	Sell	4,589 -49	-1%	-$4.83K	0.13%	64
2025 Q1	$447K	Buy	4,638 +197	+4%	+$19.7K	0.13%	70
2024 Q4	$430K	Buy	4,441 +74	+2%	+$7.05K	0.12%	74
2024 Q3	$395K	Sell	4,367 -204	-4%	-$17.6K	0.11%	72
2024 Q2	$392K	Sell	4,571 -188	-4%	-$15.5K	0.12%	64
2024 Q1	$389K	Buy	4,759 +175	+4%	+$13.6K	0.13%	65
2023 Q4	$333K	Buy	+4,584	New	+$315K	0.14%	61
2020 Q4	–	Sell	-5,767	Closed	-$343K	–	83
2020 Q3	$343K	Buy	+5,767	New	+$342K	0.2%	51