Stockman 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
2026 Q1	$2.53M	Buy	22,821 +21	+0.1%	+$2.43K	0.28%	56
2025 Q4	$2.68M	Buy	22,800 +1,193	+6%	+$137K	0.31%	56
2025 Q3	$2.56M	Buy	21,607 +95	+0.4%	+$10.6K	0.32%	57
2025 Q2	$2.33M	Buy	21,512 +317	+1%	+$31.2K	0.32%	57
2025 Q1	$2.04M	Sell	21,195 -433	-2%	-$43.2K	0.3%	58
2024 Q4	$2.09M	Sell	21,628 -71	-0.3%	-$6.77K	0.33%	55
2024 Q3	$1.96M	Buy	21,699 +377	+2%	+$32.5K	0.3%	55
2024 Q2	$1.83M	Sell	21,322 -617	-3%	-$50.8K	0.32%	57
2024 Q1	$1.79M	Buy	21,939 +930	+4%	+$72.4K	0.32%	58
2023 Q4	$1.53M	Sell	21,009 -133	-0.6%	-$9.15K	0.3%	58
2023 Q3	$1.39M	Sell	21,142 -452	-2%	-$30.1K	0.31%	57
2023 Q2	$1.41M	Buy	21,594 +301	+1%	+$18.3K	0.3%	58
2023 Q1	$1.23M	Buy	21,293 +2,910	+16%	+$158K	0.28%	61
2022 Q4	$882K	Buy	+18,383	New	+$900K	0.2%	73