Avidian Wealth Enterprises’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.25M | Sell |
11,248
-64
| -0.6% | -$7.41K | 0.04% | 261 |
|
|
2025
Q4 | $1.33M | Buy |
11,312
+1
| +0% | +$115 | 0.05% | 185 |
|
|
2025
Q3 | $1.34M | Sell |
11,311
-178
| -2% | -$19.8K | 0.05% | 182 |
|
|
2025
Q2 | $1.25M | Sell |
11,489
-171
| -1% | -$16.8K | 0.05% | 179 |
|
|
2025
Q1 | $1.12M | Buy |
11,660
+1,266
| +12% | +$126K | 0.05% | 180 |
|
|
2024
Q4 | $1.01M | Sell |
10,394
-104
| -1% | -$9.92K | 0.05% | 186 |
|
|
2024
Q3 | $949K | Buy |
10,498
+4,463
| +74% | +$385K | 0.04% | 199 |
|
|
2024
Q2 | $517K | Buy |
6,035
+1,285
| +27% | +$106K | 0.02% | 289 |
|
|
2024
Q1 | $388K | Buy |
4,750
+512
| +12% | +$39.9K | 0.02% | 312 |
|
|
2023
Q4 | $308K | Buy |
+4,238
| New | +$292K | 0.02% | 333 |
|
|
2022
Q1 | – | Sell |
-3,907
| Closed | -$304K | – | 587 |
|
|
2021
Q4 | $304K | Buy |
3,907
+105
| +3% | +$8.3K | 0.02% | 397 |
|
|
2021
Q3 | $305K | Buy |
3,802
+1,068
| +39% | +$88.4K | 0.02% | 294 |
|
|
2021
Q2 | $221K | Buy |
+2,734
| New | +$213K | 0.02% | 355 |
|
|
2021
Q1 | – | Sell |
-3,818
| Closed | -$258K | – | 417 |
|
|
2020
Q4 | $258K | Sell |
3,818
-8,613
| -69% | -$548K | 0.02% | 275 |
|
|
2020
Q3 | $738K | Sell |
12,431
-16,766
| -57% | -$993K | 0.08% | 116 |
|
|
2020
Q2 | $1.58M | Sell |
29,197
-17,735
| -38% | -$910K | 0.21% | 71 |
|
|
2020
Q1 | $2.08M | Buy |
46,932
+8,352
| +22% | +$432K | 0.33% | 41 |
|
|
2019
Q4 | $2.07M | Buy |
38,580
+18,335
| +91% | +$944K | 0.29% | 39 |
|
|
2019
Q3 | $1M | Sell |
20,245
-14,865
| -42% | -$744K | 0.17% | 57 |
|
|
2019
Q2 | $1.73M | Sell |
35,110
-23,059
| -40% | -$1.12M | 0.41% | 23 |
|
|
2019
Q1 | $2.72M | Sell |
58,169
-40,688
| -41% | -$1.85M | 0.6% | 23 |
|
|
2018
Q4 | $4.08M | Buy |
+98,857
| New | +$4.43M | 1.42% | 17 |
|
Other funds holding XLC
