9258 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $840K | Sell |
|
|||||
|
2024
Q2 | $1.21M | Sell |
|
|||||
|
2024
Q1 | $1.16M | Sell |
|
|||||
|
2023
Q4 | $1.07M | Buy |
|
|||||
|
2023
Q3 | $889K | Hold |
|
|||||
|
2023
Q2 | $882K | Sell |
|
|||||
|
2023
Q1 | $891K | Buy |
|
|||||
|
2022
Q4 | $483K | Sell |
|
|||||
|
2022
Q3 | $709K | Sell |
|
|||||
|
2022
Q2 | $1.09M | Buy |
|
|||||
|
2022
Q1 | $957K | Sell |
|
|||||
|
2021
Q4 | $1.13M | Buy |
|
|||||
|
2021
Q3 | $979K | Sell |
|
|||||
|
2021
Q2 | $1.02M | Buy |
|
|||||
|
2021
Q1 | $801K | Buy |
|
|||||
|
2020
Q4 | $660K | Hold |
|
|||||
|
2020
Q3 | $579K | Sell |
|
|||||
|
2020
Q2 | $589K | Sell |
|
|||||
|
2020
Q1 | $550K | Buy |
|
|||||
|
2019
Q4 | $583K | Buy |
|
|||||
|
2019
Q3 | $516K | Sell |
|
|||||
|
2019
Q2 | $542K | Buy |
|
|||||
|
2019
Q1 | $408K | Buy |
|
|||||
|
2018
Q4 | $254K | Buy |
|