AWA
Amplius Wealth Advisors’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 | $432K | Hold |
3,976
| – | – | 0.04% | 132 |
|
|
2025
Q1 | $383K | Hold |
3,976
| – | – | 0.04% | 126 |
|
|
2024
Q4 | $385K | Sell |
3,976
-210
| -5% | -$20.3K | 0.04% | 122 |
|
|
2024
Q3 | $378K | Hold |
4,186
| – | – | 0.04% | 114 |
|
|
2024
Q2 | $359K | Sell |
4,186
-37
| -0.9% | -$3.17K | 0.04% | 117 |
|
|
2024
Q1 | $345K | Sell |
4,223
-128
| -3% | -$10.5K | 0.04% | 118 |
|
|
2023
Q4 | $316K | Buy |
4,351
+98
| +2% | +$7.12K | 0.04% | 122 |
|
|
2023
Q3 | $279K | Sell |
4,253
-63
| -1% | -$4.13K | 0.04% | 125 |
|
|
2023
Q2 | $281K | Sell |
4,316
-23
| -0.5% | -$1.5K | 0.04% | 128 |
|
|
2023
Q1 | $252K | Buy |
+4,339
| New | +$252K | 0.04% | 138 |
|
|
2022
Q4 | – | Sell |
-6,419
| Closed | -$307K | – | 198 |
|
|
2022
Q3 | $307K | Sell |
6,419
-603
| -9% | -$28.8K | 0.05% | 116 |
|
|
2022
Q2 | $381K | Buy |
+7,022
| New | +$381K | 0.06% | 115 |
|
|
2022
Q1 | – | Sell |
-20
| Closed | -$1K | – | 939 |
|
|
2021
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 917 |
|