National Wealth Management Group’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
2024 Q4	–	Sell	-2,849	Closed	-$258K	–	178
2024 Q3	$258K	Sell	2,849 -140	-5%	-$12.7K	0.17%	123
2024 Q2	$256K	Sell	2,989 -927	-24%	-$79.4K	0.2%	112
2024 Q1	$320K	Sell	3,916 -609	-13%	-$49.7K	0.25%	105
2023 Q4	$329K	Buy	+4,525	New	+$329K	0.32%	96