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