Invera Wealth 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
$208K Sell
2,158
-182
-8% -$17.6K 0.24% 42
2024
Q4
$233K Hold
2,340
0.23% 44
2024
Q3
$226K Buy
+2,340
New +$226K 0.22% 43