Atticus Wealth Management’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 | $172K | Buy |
1,583
+488
| +45% | +$52.9K | 0.05% | 182 |
|
|
2025
Q1 | $106K | Sell |
1,095
-148
| -12% | -$14.3K | 0.03% | 155 |
|
|
2024
Q4 | $120K | Sell |
1,243
-114
| -8% | -$11K | 0.04% | 150 |
|
|
2024
Q3 | $123K | Sell |
1,357
-2,410
| -64% | -$218K | 0.04% | 154 |
|
|
2024
Q2 | $323K | Buy |
3,767
+1,874
| +99% | +$161K | 0.11% | 87 |
|
|
2024
Q1 | $155K | Sell |
1,893
-4,477
| -70% | -$366K | 0.05% | 132 |
|
|
2023
Q4 | $463K | Buy |
6,370
+4,208
| +195% | +$306K | 0.16% | 74 |
|
|
2023
Q3 | $142K | Sell |
2,162
-668
| -24% | -$43.8K | 0.05% | 145 |
|
|
2023
Q2 | $184K | Sell |
2,830
-2,511
| -47% | -$163K | 0.07% | 138 |
|
|
2023
Q1 | $310K | Sell |
5,341
-32,588
| -86% | -$1.89M | 0.12% | 98 |
|
|
2022
Q4 | $1.82M | Buy |
37,929
+5,318
| +16% | +$255K | 0.75% | 23 |
|
|
2022
Q3 | $1.77M | Hold |
32,611
| – | – | 0.86% | 22 |
|
|
2022
Q2 | $1.77M | Sell |
32,611
-205
| -0.6% | -$11.1K | 0.74% | 28 |
|
|
2022
Q1 | $2.26M | Sell |
32,816
-65
| -0.2% | -$4.47K | 0.82% | 25 |
|
|
2021
Q4 | $2.55M | Buy |
32,881
+6,539
| +25% | +$508K | 1% | 24 |
|
|
2021
Q3 | $2.11M | Sell |
26,342
-6,131
| -19% | -$491K | 0.93% | 26 |
|
|
2021
Q2 | $2.63M | Buy |
32,473
+22
| +0.1% | +$1.78K | 1.14% | 24 |
|
|
2021
Q1 | $2.38M | Sell |
32,451
-12,272
| -27% | -$900K | 1.13% | 24 |
|
|
2020
Q4 | $3.02M | Buy |
44,723
+2,795
| +7% | +$189K | 1.52% | 17 |
|
|
2020
Q3 | $2.49M | Buy |
41,928
+6,785
| +19% | +$403K | 1.49% | 18 |
|
|
2020
Q2 | $1.9M | Buy |
35,143
+25,751
| +274% | +$1.39M | 1.25% | 21 |
|
|
2020
Q1 | $416K | Buy |
+9,392
| New | +$416K | 0.34% | 47 |
|