AO
Advisor OS’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 | $1.68M | Sell |
15,491
-2,092
| -12% | -$227K | 0.17% | 91 |
|
|
2025
Q1 | $1.7M | Buy |
17,583
+237
| +1% | +$22.9K | 0.19% | 73 |
|
|
2024
Q4 | $1.68M | Sell |
17,346
-61,978
| -78% | -$6M | 0.19% | 79 |
|
|
2024
Q3 | $7.17M | Buy |
79,324
+5,550
| +8% | +$502K | 0.71% | 26 |
|
|
2024
Q2 | $6.32M | Buy |
73,774
+2,632
| +4% | +$225K | 0.69% | 27 |
|
|
2024
Q1 | $5.81M | Buy |
71,142
+12,541
| +21% | +$1.02M | 0.67% | 28 |
|
|
2023
Q4 | $4.26M | Buy |
58,601
+7,460
| +15% | +$542K | 0.55% | 32 |
|
|
2023
Q3 | $3.35M | Buy |
51,141
+3,861
| +8% | +$253K | 0.5% | 38 |
|
|
2023
Q2 | $3.08M | Buy |
+47,280
| New | +$3.08M | 0.5% | 38 |
|
|
2022
Q1 | – | Sell |
-7,454
| Closed | -$579K | – | 252 |
|
|
2021
Q4 | $579K | Buy |
7,454
+3,809
| +104% | +$296K | 0.12% | 155 |
|
|
2021
Q3 | $292K | Buy |
+3,645
| New | +$292K | 0.06% | 197 |
|
|
2020
Q3 | – | Sell |
-29,056
| Closed | -$1.57M | – | 173 |
|
|
2020
Q2 | $1.57M | Buy |
+29,056
| New | +$1.57M | 0.94% | 23 |
|