Sugarloaf 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
2023 Q3	–	Sell	-206	Closed	-$13.4K	–	717
2023 Q2	$13.4K	Buy	206 +1	+0.5%	+$61	﹤0.01%	441
2023 Q1	$11.9K	Hold	205	–	–	﹤0.01%	450
2022 Q4	$9.84K	Hold	205	–	–	﹤0.01%	500
2022 Q3	$10K	Hold	205	–	–	﹤0.01%	530
2022 Q2	$11K	Buy	205 +1	+0.5%	+$60	﹤0.01%	521
2022 Q1	$14K	Hold	204	–	–	﹤0.01%	459
2021 Q4	$16K	Buy	204 +1	+0.5%	+$79	﹤0.01%	462
2021 Q3	$16K	Hold	203	–	–	﹤0.01%	474
2021 Q2	$16K	Sell	203 -1,727	-89%	-$134K	﹤0.01%	455
2021 Q1	$15	Buy	1,930 +1,729	+860%	+$123K	﹤0.01%	462
2020 Q4	$14K	Hold	201	–	–	﹤0.01%	448
2020 Q3	$12K	Hold	201	–	–	﹤0.01%	440
2020 Q2	$11K	Hold	201	–	–	﹤0.01%	443
2020 Q1	$9K	Buy	+201	New	+$10.4K	﹤0.01%	455