Joel Isaacson & Co’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	$3M	Buy	27,045 +1,516	+6%	+$176K	0.1%	97
2025 Q4	$3.01M	Buy	25,529 +647	+3%	+$74.5K	0.1%	95
2025 Q3	$2.95M	Buy	24,882 +430	+2%	+$47.8K	0.11%	93
2025 Q2	$2.65M	Sell	24,452 -173	-0.7%	-$17K	0.11%	89
2025 Q1	$2.38M	Buy	24,625 +1,173	+5%	+$117K	0.11%	93
2024 Q4	$2.27M	Buy	23,452 +554	+2%	+$52.8K	0.1%	94
2024 Q3	$2.07M	Buy	22,898 +208	+0.9%	+$17.9K	0.1%	96
2024 Q2	$1.94M	Buy	22,690 +55	+0.2%	+$4.53K	0.1%	94
2024 Q1	$1.85M	Buy	22,635 +54	+0.2%	+$4.21K	0.1%	93
2023 Q4	$1.64M	Buy	22,581 +48	+0.2%	+$3.3K	0.1%	92
2023 Q3	$1.48M	Buy	22,533 +402	+2%	+$26.8K	0.1%	91
2023 Q2	$1.44M	Buy	22,131 +1,533	+7%	+$93.4K	0.1%	95
2023 Q1	$1.19M	Sell	20,598 -483	-2%	-$26.2K	0.09%	101
2022 Q4	$1.01M	Sell	21,081 -1,702	-7%	-$83.4K	0.08%	113
2022 Q3	$1.09M	Sell	22,783 -1,481	-6%	-$81.5K	0.09%	93
2022 Q2	$1.32M	Sell	24,264 -2,728	-10%	-$164K	0.11%	82
2022 Q1	$1.79M	Buy	26,992 +808	+3%	+$56.9K	0.13%	75
2021 Q4	$2.03M	Buy	26,184 +295	+1%	+$23.3K	0.14%	75
2021 Q3	$2.07M	Buy	25,889 +837	+3%	+$69.3K	0.16%	64
2021 Q2	$2.03M	Buy	25,052 +37	+0.1%	+$2.88K	0.16%	62
2021 Q1	$1.83M	Buy	25,015 +164	+0.7%	+$11.7K	0.16%	59
2020 Q4	$1.68M	Buy	24,851 +4,034	+19%	+$257K	0.16%	57
2020 Q3	$1.24M	Buy	20,817 +36	+0.2%	+$2.13K	0.16%	73
2020 Q2	$1.12M	Buy	+20,781	New	+$1.07M	0.16%	71