Summit Trail Advisors’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
-2,808
Closed -$254K 793
2024
Q3
$254K Hold
2,808
0.01% 597
2024
Q2
$241K Sell
2,808
-289
-9% -$24.8K 0.01% 544
2024
Q1
$253K Hold
3,097
0.01% 507
2023
Q4
$225K Buy
+3,097
New +$225K 0.01% 467