KPWM
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KDK Private Wealth Management’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$365K Sell
3,360
-58
-2% -$6.3K 0.39% 36
2025
Q1
$330K Hold
3,418
0.38% 36
2024
Q4
$331K Buy
+3,418
New +$331K 0.34% 37