Laidlaw Wealth Management’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
2025 Q1	–	Sell	-12,561	Closed	-$1.22M	–	173
2024 Q4	$1.22M	Sell	12,561 -132	-1%	-$12.6K	0.53%	54
2024 Q3	$1.15M	Buy	12,693 +254	+2%	+$21.9K	0.57%	57
2024 Q2	$1.07M	Buy	12,439 +706	+6%	+$58.2K	0.59%	53
2024 Q1	$958K	Sell	11,733 -2,231	-16%	-$174K	0.53%	58
2023 Q4	$1.01M	Buy	13,964 +849	+6%	+$58.4K	0.37%	80
2023 Q3	$860K	Sell	13,115 -2,089	-14%	-$139K	0.28%	90
2023 Q2	$989K	Buy	15,204 +7,392	+95%	+$450K	0.19%	123
2023 Q1	$453K	Sell	7,812 -720	-8%	-$39.1K	0.09%	212
2022 Q4	$409K	Buy	8,532 +3,222	+61%	+$158K	0.09%	218
2022 Q3	$254K	Sell	5,310 -21,778	-80%	-$1.2M	0.06%	265
2022 Q2	$1.47M	Sell	27,088 -747	-3%	-$45K	0.3%	94
2022 Q1	$1.91M	Buy	27,835 +2,648	+11%	+$187K	0.32%	83
2021 Q4	$1.96M	Buy	25,187 +1,703	+7%	+$135K	0.31%	85
2021 Q3	$1.88M	Sell	23,484 -1,156	-5%	-$95.7K	0.48%	60
2021 Q2	$2M	Buy	24,640 +6,619	+37%	+$515K	0.51%	53
2021 Q1	$1.32M	Buy	18,021 +817	+5%	+$58.1K	0.45%	61
2020 Q4	$1.16M	Buy	17,204 +7,805	+83%	+$497K	0.24%	113
2020 Q3	$558K	Buy	9,399 +2,708	+40%	+$160K	0.25%	105
2020 Q2	$362K	Buy	+6,691	New	+$343K	0.19%	115
2020 Q1	–	Sell	-15,331	Closed	-$822K	–	183
2019 Q4	$822K	Buy	+15,331	New	+$790K	0.52%	67