Spartan Planning & Wealth Management’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	$330K	Sell	3,038 -71	-2%	-$7.71K	0.28%	60
2025 Q1	$300K	Sell	3,109 -597	-16%	-$57.6K	0.29%	53
2024 Q4	$359K	Buy	+3,706	New	+$359K	0.33%	50
2023 Q4	$73.1K	Buy	1,006 +94	+10%	+$6.83K	0.08%	114
2023 Q3	$59.8K	Buy	+912	New	+$59.8K	0.07%	85