Sequent Planning’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
$797K Buy
7,345
+2,623
+56% +$285K 0.25% 66
2025
Q1
$455K Buy
4,722
+1,384
+41% +$133K 0.16% 87
2024
Q4
$323K Buy
3,338
+967
+41% +$93.6K 0.12% 109
2024
Q3
$214K Buy
+2,371
New +$214K 0.07% 140