Acima Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-308
| Closed | -$25.2K | – | 202 |
|
|
2024
Q1 | $25.2K | Hold |
308
| – | – | 0.01% | 165 |
|
|
2023
Q4 | $22.4K | Hold |
308
| – | – | 0.01% | 178 |
|
|
2023
Q3 | $20.2K | Hold |
308
| – | – | 0.01% | 182 |
|
|
2023
Q2 | $20K | Hold |
308
| – | – | 0.01% | 186 |
|
|
2023
Q1 | $17.9K | Hold |
308
| – | – | 0.01% | 196 |
|
|
2022
Q4 | $14.8K | Hold |
308
| – | – | 0.01% | 188 |
|
|
2022
Q3 | $14.8K | Hold |
308
| – | – | 0.01% | 192 |
|
|
2022
Q2 | $16.7K | Hold |
308
| – | – | 0.01% | 192 |
|
|
2022
Q1 | $21K | Hold |
308
| – | – | 0.01% | 195 |
|
|
2021
Q4 | $24K | Hold |
308
| – | – | 0.01% | 196 |
|
|
2021
Q3 | $25K | Hold |
308
| – | – | 0.01% | 182 |
|
|
2021
Q2 | $25K | Hold |
308
| – | – | 0.01% | 179 |
|
|
2021
Q1 | $23K | Hold |
308
| – | – | 0.01% | 181 |
|
|
2020
Q4 | $21K | Hold |
308
| – | – | 0.01% | 184 |
|
|
2020
Q3 | $18K | Hold |
308
| – | – | 0.01% | 184 |
|
|
2020
Q2 | $17K | Buy |
+308
| New | +$17K | 0.01% | 205 |
|
|
2020
Q1 | – | Sell |
-5,071
| Closed | -$272K | – | 297 |
|
|
2019
Q4 | $272K | Buy |
5,071
+266
| +6% | +$14.3K | 0.19% | 113 |
|
|
2019
Q3 | $237K | Hold |
4,805
| – | – | 0.18% | 117 |
|
|
2019
Q2 | $237K | Hold |
4,805
| – | – | 0.19% | 112 |
|
|
2019
Q1 | $225K | Hold |
4,805
| – | – | 0.19% | 113 |
|
|
2018
Q4 | $198K | Buy |
+4,805
| New | +$198K | 0.19% | 114 |
|