EPG 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	$1.84M	Buy	16,632 +320	+2%	+$37K	0.5%	54
2025 Q4	$1.92M	Buy	16,312 +203	+1%	+$23.4K	0.52%	54
2025 Q3	$1.91M	Sell	16,109 -3,083	-16%	-$343K	0.53%	50
2025 Q2	$2.08M	Sell	19,192 -333	-2%	-$32.8K	0.63%	41
2025 Q1	$1.88M	Sell	19,525 -637	-3%	-$63.6K	0.53%	45
2024 Q4	$1.95M	Sell	20,162 -2,268	-10%	-$216K	0.51%	46
2024 Q3	$2.03M	Buy	+22,430	New	+$1.93M	0.51%	48
2024 Q2	–	Sell	-25,797	Closed	-$2.13M	–	44
2024 Q1	$2.11M	Buy	25,797 +1	+0%	+$78	0.52%	46
2023 Q4	$2.02M	Sell	25,796 -4,287	-14%	-$295K	0.53%	44
2023 Q3	$1.97M	Buy	30,083 +361	+1%	+$24.1K	0.59%	34
2023 Q2	$1.93M	Buy	29,722 +348	+1%	+$21.2K	0.57%	38
2023 Q1	$1.7M	Buy	29,374 +401	+1%	+$21.8K	0.54%	43
2022 Q4	$1.39M	Buy	28,973 +1,208	+4%	+$59.2K	0.53%	39
2022 Q3	$1.33M	Buy	27,765 +874	+3%	+$48.1K	0.55%	35
2022 Q2	$1.46M	Buy	26,891 +50	+0.2%	+$3.01K	0.62%	35
2022 Q1	$1.85M	Buy	26,841 +8,594	+47%	+$606K	0.64%	32
2021 Q4	$1.42M	Buy	18,247 +153	+0.8%	+$12.1K	0.5%	43
2021 Q3	$1.45M	Buy	18,094 +817	+5%	+$67.6K	0.58%	36
2021 Q2	$1.4M	Buy	17,277 +4,108	+31%	+$320K	0.59%	39
2021 Q1	$966K	Buy	13,169 +2,202	+20%	+$157K	0.47%	47
2020 Q4	$740K	Buy	10,967 +1,417	+15%	+$90.2K	0.44%	50
2020 Q3	$567K	Buy	9,550 +1,704	+22%	+$101K	0.42%	53
2020 Q2	$424K	Buy	7,846 +2,697	+52%	+$138K	0.3%	82
2020 Q1	$228K	Buy	5,149 +1,923	+60%	+$99.5K	0.17%	112
2019 Q4	$173K	Buy	+3,226	New	+$166K	0.13%	111