Angeles Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-900
| Closed | -$86.8K | – | 457 |
|
2025
Q1 | $86.8K | Hold |
900
| – | – | 0.01% | 316 |
|
2024
Q4 | $87.1K | Sell |
900
-300
| -25% | -$29K | 0.01% | 326 |
|
2024
Q3 | $108K | Buy |
+1,200
| New | +$108K | 0.01% | 280 |
|
2024
Q2 | – | Sell |
-308
| Closed | -$25.2K | – | 322 |
|
2024
Q1 | $25.2K | Hold |
308
| – | – | ﹤0.01% | 268 |
|
2023
Q4 | $22.4K | Sell |
308
-130
| -30% | -$9.45K | ﹤0.01% | 241 |
|
2023
Q3 | $28.7K | Buy |
+438
| New | +$28.7K | ﹤0.01% | 209 |
|