Evernest Financial Advisors’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,500
Closed -$242K 173
2024
Q4
$242K Hold
2,500
0.06% 145
2024
Q3
$226K Buy
+2,500
New +$226K 0.06% 147