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

IHT Wealth Management’s Portfolio XLC Stock Details XLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.79M	Sell	70,308 -24,452	-26%	-$2.83M	0.18%	110
2025 Q4	$11.2M	Sell	94,760 -2,179	-2%	-$251K	0.27%	83
2025 Q3	$11.5M	Buy	96,939 +2,336	+2%	+$260K	0.29%	79
2025 Q2	$10.3M	Buy	94,603 +18,886	+25%	+$1.86M	0.28%	85
2025 Q1	$7.3M	Sell	75,717 -12,773	-14%	-$1.28M	0.23%	92
2024 Q4	$8.57M	Buy	88,490 +3,046	+4%	+$290K	0.28%	74
2024 Q3	$7.72M	Sell	85,444 -49,694	-37%	-$4.28M	0.22%	92
2024 Q2	$11.6M	Buy	135,138 +8,523	+7%	+$702K	0.43%	40
2024 Q1	$10.3M	Buy	126,615 +26,735	+27%	+$2.08M	0.41%	43
2023 Q4	$7.26M	Buy	99,880 +4,946	+5%	+$340K	0.32%	64
2023 Q3	$6.22M	Sell	94,934 -2,308	-2%	-$154K	0.32%	64
2023 Q2	$6.33M	Buy	97,242 +1,209	+1%	+$73.6K	0.33%	59
2023 Q1	$5.57M	Buy	96,033 +48,965	+104%	+$2.66M	0.32%	66
2022 Q4	$2.26M	Buy	47,068 +5,669	+14%	+$278K	0.14%	158
2022 Q3	$1.98M	Buy	41,399 +19,289	+87%	+$1.06M	0.15%	149
2022 Q2	$1.2M	Buy	22,110 +1,937	+10%	+$117K	0.11%	201
2022 Q1	$1.39M	Sell	20,173 -12,617	-38%	-$889K	0.11%	197
2021 Q4	$2.55M	Buy	32,790 +1,560	+5%	+$123K	0.19%	112
2021 Q3	$2.5M	Sell	31,230 -726	-2%	-$60.1K	0.2%	110
2021 Q2	$2.59M	Buy	31,956 +42	+0.1%	+$3.27K	0.16%	126
2021 Q1	$2.34M	Buy	31,914 +259	+0.8%	+$18.4K	0.17%	137
2020 Q4	$2.14M	Buy	31,655 +1,212	+4%	+$77.1K	0.18%	129
2020 Q3	$1.81M	Buy	30,443 +4,019	+15%	+$238K	0.18%	126
2020 Q2	$1.43M	Buy	26,424 +449	+2%	+$23K	0.2%	119
2020 Q1	$1.15M	Sell	25,975 -2,326	-8%	-$120K	0.17%	146
2019 Q4	$1.52M	Buy	28,301 +835	+3%	+$43K	0.18%	139
2019 Q3	$1.36M	Sell	27,466 -388	-1%	-$19.4K	0.18%	130
2019 Q2	$1.37M	Buy	27,854 +1,785	+7%	+$86.8K	0.2%	121
2019 Q1	$1.22M	Buy	26,069 +6,866	+36%	+$313K	0.2%	124
2018 Q4	$793K	Buy	+19,203	New	+$861K	0.15%	163