Arkadios Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92M | Buy |
26,872
+2,535
| +10% | +$275K | 0.09% | 250 |
|
|
2025
Q1 | $2.35M | Buy |
24,337
+20,116
| +477% | +$1.94M | 0.09% | 251 |
|
|
2024
Q4 | $409K | Buy |
4,221
+258
| +7% | +$25K | 0.02% | 627 |
|
|
2024
Q3 | $358K | Buy |
3,963
+688
| +21% | +$62.2K | 0.02% | 649 |
|
|
2024
Q2 | $281K | Buy |
+3,275
| New | +$281K | 0.02% | 653 |
|
|
2021
Q4 | – | Sell |
-200
| Closed | -$16K | – | 1796 |
|
|
2021
Q3 | $16K | Sell |
200
-5,475
| -96% | -$438K | ﹤0.01% | 1303 |
|
|
2021
Q2 | $459K | Buy |
5,675
+3,933
| +226% | +$318K | 0.06% | 354 |
|
|
2021
Q1 | $127K | Buy |
1,742
+221
| +15% | +$16.1K | 0.02% | 491 |
|
|
2020
Q4 | $102K | Buy |
1,521
+1,211
| +391% | +$81.2K | 0.02% | 436 |
|
|
2020
Q3 | $18.9K | Sell |
310
-149
| -32% | -$9.06K | 0.01% | 617 |
|
|
2020
Q2 | $26.2K | Buy |
459
+150
| +49% | +$8.58K | 0.01% | 488 |
|
|
2020
Q1 | $13.7K | Buy |
309
+1
| +0.3% | +$44 | 0.01% | 562 |
|
|
2019
Q4 | $17.5K | Buy |
+308
| New | +$17.5K | 0.01% | 482 |
|