All Season Financial Advisors’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
Q3 | – | Sell |
-5,919
| Closed | -$507K | – | 114 |
|
2024
Q2 | $507K | Buy |
5,919
+1,769
| +43% | +$152K | 0.46% | 59 |
|
2024
Q1 | $339K | Sell |
4,150
-481
| -10% | -$39.3K | 0.28% | 92 |
|
2023
Q4 | $336K | Sell |
4,631
-1,143
| -20% | -$83.1K | 0.29% | 89 |
|
2023
Q3 | $379K | Sell |
5,774
-2,650
| -31% | -$174K | 0.38% | 65 |
|
2023
Q2 | $548K | Sell |
8,424
-9,353
| -53% | -$609K | 0.49% | 51 |
|
2023
Q1 | $1.03M | Buy |
+17,777
| New | +$1.03M | 0.93% | 23 |
|
2021
Q3 | – | Sell |
-4,942
| Closed | -$400K | – | 157 |
|
2021
Q2 | $400K | Buy |
+4,942
| New | +$400K | 0.29% | 73 |
|