WMS Partners’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,038	Closed	-$294K	–	286
2024 Q4	$294K	Buy	3,038 +8	+0.3%	+$774	0.02%	244
2024 Q3	$274K	Buy	+3,030	New	+$274K	0.02%	240