Total Wealth Planning & 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
$382K Buy
3,524
+921
+35% +$100K 0.31% 116
2025
Q1
$251K Sell
2,603
-339
-12% -$32.7K 0.24% 133
2024
Q4
$285K Buy
+2,942
New +$285K 0.26% 122