Accel Wealth Management’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
Q2
$284K Sell
2,613
-312
-11% -$33.9K 0.09% 201
2025
Q1
$282K Sell
2,925
-98
-3% -$9.45K 0.1% 194
2024
Q4
$293K Hold
3,023
0.11% 190
2024
Q3
$273K Buy
3,023
+340
+13% +$30.7K 0.1% 194
2024
Q2
$230K Sell
2,683
-60
-2% -$5.14K 0.09% 204
2024
Q1
$224K Buy
+2,743
New +$224K 0.1% 195
2023
Q2
Sell
-2,464
Closed -$143K 896
2023
Q1
$143K Hold
2,464
0.06% 264
2022
Q4
$118K Hold
2,464
0.06% 219
2022
Q3
$125K Hold
2,464
0.07% 217
2022
Q2
$137K Hold
2,464
0.08% 190
2022
Q1
$171K Sell
2,464
-177
-7% -$12.3K 0.09% 176
2021
Q4
$205K Buy
2,641
+177
+7% +$13.7K 0.1% 162
2021
Q3
$197K Sell
2,464
-177
-7% -$14.2K 0.13% 136
2021
Q2
$214K Sell
2,641
-69
-3% -$5.59K 0.14% 137
2021
Q1
$199K Hold
2,710
0.16% 134
2020
Q4
$183K Buy
+2,710
New +$183K 0.17% 128