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 |
|