Kingswood 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
Q2
$329K Buy
3,028
+118
+4% +$12.8K 0.03% 545
2025
Q1
$281K Sell
2,910
-1,279
-31% -$123K 0.03% 570
2024
Q4
$406K Sell
4,189
-706
-14% -$68.4K 0.03% 508
2024
Q3
$441K Buy
4,895
+1,534
+46% +$138K 0.03% 488
2024
Q2
$288K Buy
+3,361
New +$288K 0.03% 536