CWS

Confluence Wealth Services’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-3,442	Closed	-$295K	–	377
2024 Q2	$295K	Buy	+3,442	New	+$295K	0.02%	298
2022 Q1	–	Sell	-14	Closed	-$1K	–	1195
2021 Q4	$1K	Buy	+14	New	+$1K	﹤0.01%	1217