JWM
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JPL Wealth Management’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History

JPL Wealth Management’s Portfolio XLC Stock Details XLC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,140
Closed -$304K – 124
2024
Q4 		$304K Buy
+3,140
New +$304K 0.09% 104
2024
Q2 		$229K Hold
2,668
– – 0.11% 97
2024
Q1 		$218K Buy
+2,668
New +$218K 0.12% 106