Appleton Partners’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 | $1.31M | Buy |
12,066
+84
| +0.7% | +$9.12K | 0.09% | 123 |
|
|
2025
Q1 | $1.16M | Sell |
11,982
-615
| -5% | -$59.3K | 0.09% | 122 |
|
|
2024
Q4 | $1.22M | Buy |
12,597
+1,746
| +16% | +$169K | 0.09% | 125 |
|
|
2024
Q3 | $981K | Sell |
10,851
-1,226
| -10% | -$111K | 0.07% | 135 |
|
|
2024
Q2 | $1.04M | Sell |
12,077
-609
| -5% | -$52.2K | 0.08% | 132 |
|
|
2024
Q1 | $1.04M | Buy |
12,686
+331
| +3% | +$27K | 0.08% | 139 |
|
|
2023
Q4 | $898K | Sell |
12,355
-240
| -2% | -$17.4K | 0.07% | 144 |
|
|
2023
Q3 | $826K | Buy |
12,595
+250
| +2% | +$16.4K | 0.07% | 146 |
|
|
2023
Q2 | $803K | Buy |
12,345
+1,395
| +13% | +$90.7K | 0.07% | 158 |
|
|
2023
Q1 | $635K | Sell |
10,950
-46
| -0.4% | -$2.67K | 0.06% | 185 |
|
|
2022
Q4 | $528K | Buy |
10,996
+3,256
| +42% | +$156K | 0.05% | 199 |
|
|
2022
Q3 | $371K | Buy |
7,740
+1,165
| +18% | +$55.8K | 0.04% | 227 |
|
|
2022
Q2 | $357K | Buy |
6,575
+1,384
| +27% | +$75.1K | 0.03% | 236 |
|
|
2022
Q1 | $357K | Buy |
5,191
+1,016
| +24% | +$69.9K | 0.03% | 241 |
|
|
2021
Q4 | $324K | Buy |
+4,175
| New | +$324K | 0.02% | 253 |
|