AWM
Activest 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 | $488K | Buy |
4,501
+3,583
| +390% | +$389K | 0.12% | 68 |
|
|
2025
Q1 | $88.5K | Sell |
918
-211
| -19% | -$20.4K | 0.02% | 143 |
|
|
2024
Q4 | $109K | Sell |
1,129
-5,639
| -83% | -$546K | 0.03% | 116 |
|
|
2024
Q3 | $612K | Buy |
6,768
+5,627
| +493% | +$509K | 0.19% | 51 |
|
|
2024
Q2 | $97.7K | Sell |
1,141
-383
| -25% | -$32.8K | 0.03% | 125 |
|
|
2024
Q1 | $124K | Buy |
1,524
+483
| +46% | +$39.4K | 0.06% | 75 |
|
|
2023
Q4 | $75.6K | Sell |
1,041
-6
| -0.6% | -$436 | 0.04% | 70 |
|
|
2023
Q3 | $68.7K | Buy |
+1,047
| New | +$68.7K | 0.04% | 75 |
|
|
2023
Q2 | – | Sell |
-120
| Closed | -$6.85K | – | 428 |
|
|
2023
Q1 | $6.85K | Sell |
120
-2,135
| -95% | -$122K | ﹤0.01% | 193 |
|
|
2022
Q4 | $108K | Sell |
2,255
-1,862
| -45% | -$89.4K | 0.03% | 126 |
|
|
2022
Q3 | $211K | Buy |
4,117
+3,997
| +3,331% | +$205K | 0.07% | 82 |
|
|
2022
Q2 | $6K | Hold |
120
| – | – | ﹤0.01% | 249 |
|
|
2022
Q1 | $8K | Buy |
120
+1
| +0.8% | +$67 | 0.01% | 229 |
|
|
2021
Q4 | $9K | Hold |
119
| – | – | 0.01% | 217 |
|
|
2021
Q3 | $10K | Buy |
+119
| New | +$10K | 0.01% | 231 |
|