The Family Firm’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
Sell
-2,783
Closed -$268K 207
2025
Q1
$268K Buy
2,783
+9
+0.3% +$868 0.06% 178
2024
Q4
$269K Sell
2,774
-2
-0.1% -$194 0.06% 175
2024
Q3
$251K Buy
2,776
+538
+24% +$48.6K 0.05% 185
2024
Q2
$192K Buy
+2,238
New +$192K 0.04% 203