Atria Wealth Solutions’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 | $3.58M | Sell |
33,003
-14,838
| -31% | -$1.61M | 0.08% | 270 |
|
2025
Q1 | $4.61M | Buy |
47,841
+10,541
| +28% | +$1.02M | 0.06% | 360 |
|
2024
Q4 | $3.61M | Buy |
37,300
+11,558
| +45% | +$1.12M | 0.04% | 445 |
|
2024
Q3 | $2.33M | Sell |
25,742
-8,200
| -24% | -$741K | 0.03% | 575 |
|
2024
Q2 | $2.91M | Buy |
33,942
+4,867
| +17% | +$417K | 0.03% | 500 |
|
2024
Q1 | $2.37M | Buy |
29,075
+3,871
| +15% | +$316K | 0.03% | 577 |
|
2023
Q4 | $1.83M | Buy |
25,204
+8,178
| +48% | +$594K | 0.02% | 626 |
|
2023
Q3 | $1.12M | Buy |
17,026
+978
| +6% | +$64.1K | 0.02% | 758 |
|
2023
Q2 | $1.04M | Sell |
16,048
-945
| -6% | -$61.5K | 0.01% | 814 |
|
2023
Q1 | $985K | Buy |
16,993
+967
| +6% | +$56.1K | 0.01% | 803 |
|
2022
Q4 | $769K | Buy |
16,026
+1,597
| +11% | +$76.6K | 0.01% | 878 |
|
2022
Q3 | $691K | Sell |
14,429
-2,686
| -16% | -$129K | 0.01% | 861 |
|
2022
Q2 | $929K | Buy |
17,115
+10,580
| +162% | +$574K | 0.02% | 708 |
|
2022
Q1 | $449K | Buy |
+6,535
| New | +$449K | 0.01% | 1125 |
|