AWM
Aries Wealth Management’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 | $240K | Sell |
2,209
-88
| -4% | -$9.55K | 0.06% | 202 |
|
|
2025
Q1 | $222K | Hold |
2,297
| – | – | 0.06% | 209 |
|
|
2024
Q4 | $222K | Hold |
2,297
| – | – | 0.06% | 205 |
|
|
2024
Q3 | $208K | Buy |
+2,297
| New | +$208K | 0.06% | 215 |
|
|
2022
Q1 | – | Sell |
-4,856
| Closed | -$377K | – | 233 |
|
|
2021
Q4 | $377K | Buy |
4,856
+465
| +11% | +$36.1K | 0.14% | 130 |
|
|
2021
Q3 | $352K | Buy |
4,391
+977
| +29% | +$78.3K | 0.15% | 130 |
|
|
2021
Q2 | $276K | Buy |
3,414
+248
| +8% | +$20K | 0.12% | 144 |
|
|
2021
Q1 | $240K | Buy |
+3,166
| New | +$240K | 0.11% | 150 |
|