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AWMS
Advocacy Wealth Management Services’s
State Street Communication Services Select Sector SPDR ETF
XLC
Stock Holding History
Advocacy Wealth Management Services’s Portfolio
XLC Stock Details
XLC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
–
Sell
-201
Closed
-$10K
–
140
2022
Q3
$10K
Hold
201
–
–
﹤0.01%
98
2022
Q2
$11K
Hold
201
–
–
﹤0.01%
99
2022
Q1
$14K
Sell
201
-8
-4%
-$564
﹤0.01%
101
2021
Q4
$16K
Buy
209
+8
+4%
+$632
﹤0.01%
108
2021
Q3
$16K
Hold
201
–
–
﹤0.01%
107
2021
Q2
$16K
Hold
201
–
–
﹤0.01%
119
2021
Q1
$15K
Hold
201
–
–
﹤0.01%
107
2020
Q4
$14K
Hold
201
–
–
﹤0.01%
104
2020
Q3
$12K
Hold
201
–
–
﹤0.01%
106
2020
Q2
$11K
Hold
201
–
–
﹤0.01%
108
2020
Q1
$9K
Hold
201
–
–
﹤0.01%
101
2019
Q4
$11K
Sell
201
-8
-4%
-$412
﹤0.01%
123
2019
Q3
$10K
Buy
+209
New
+$10.5K
0.01%
127
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1-Year Est. Return
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1-Year Est. Return
RJA
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$164B AUM
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1-Year Est. Return
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$40.4B AUM
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1-Year Est. Return
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$74.1B AUM
21.09%
1-Year Est. Return
WA
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Charlotte, North Carolina
$4.14B AUM
15.99%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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