Avitas Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.84M | Sell |
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|
2024
Q3 | $1.82M | Sell |
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|
2024
Q2 | $1.75M | Buy |
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|
2024
Q1 | $1.66M | Sell |
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|
2023
Q4 | $1.51M | Buy |
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|
2023
Q3 | $1.35M | Sell |
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|
2023
Q2 | $1.34M | Buy |
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|
2023
Q1 | $1.19M | Sell |
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|
2022
Q4 | $2.31M | Sell |
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|
2022
Q3 | $9.01M | Buy |
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|
2022
Q2 | $1.1M | Buy |
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|
2022
Q1 | $1.28M | Buy |
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|
2021
Q4 | $736K | Sell |
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|
2021
Q3 | $774K | Sell |
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|
2021
Q2 | $792K | Buy |
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|
2021
Q1 | $708K | Sell |
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|
2020
Q4 | $652K | Sell |
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|
2020
Q3 | $575K | Buy |
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|
2020
Q2 | $357K | Buy |
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|
2020
Q1 | $292K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $989K | Buy |
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