BerganKDV 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
2023 Q2	–	Sell	-249	Closed	-$14.4K	–	1095
2023 Q1	$14.4K	Buy	249 +186	+295%	+$10.1K	﹤0.01%	550
2022 Q4	$3.02K	Buy	+63	New	+$3.08K	﹤0.01%	752
2021 Q3	–	Sell	-130	Closed	-$11K	–	1101
2021 Q2	$11K	Hold	130	–	–	﹤0.01%	598
2021 Q1	$10K	Hold	130	–	–	﹤0.01%	587
2020 Q4	$9K	Sell	130 -15	-10%	-$955	﹤0.01%	588
2020 Q3	$9K	Buy	145 +7	+5%	+$415	﹤0.01%	519
2020 Q2	$7K	Hold	138	–	–	﹤0.01%	598
2020 Q1	$6K	Sell	138 -138	-50%	-$7.14K	﹤0.01%	570
2019 Q4	$15K	Sell	276 -278	-50%	-$14.3K	﹤0.01%	490
2019 Q3	$27K	Hold	554	–	–	0.01%	398
2019 Q2	$27K	Hold	554	–	–	0.01%	391
2019 Q1	$26K	Hold	554	–	–	0.01%	407
2018 Q4	$23K	Sell	554 -250	-31%	-$11.2K	0.01%	380
2018 Q3	$39K	Buy	+804	New	+$39.7K	0.01%	346