B.O.S.S. Retirement Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,837
| Closed | -$528K | – | 299 |
|
|
2024
Q3 | $528K | Buy |
5,837
+449
| +8% | +$40.6K | 0.11% | 145 |
|
|
2024
Q2 | $462K | Buy |
5,388
+504
| +10% | +$43.2K | 0.12% | 131 |
|
|
2024
Q1 | $355K | Sell |
4,884
-220
| -4% | -$16K | 0.14% | 109 |
|
|
2023
Q4 | $371K | Buy |
5,104
+415
| +9% | +$30.2K | 0.07% | 195 |
|
|
2023
Q3 | $308K | Buy |
4,689
+312
| +7% | +$20.5K | 0.07% | 201 |
|
|
2023
Q2 | $285K | Sell |
4,377
-1,075
| -20% | -$69.9K | 0.06% | 204 |
|
|
2023
Q1 | $316K | Sell |
5,452
-1,626
| -23% | -$94.2K | 0.07% | 187 |
|
|
2022
Q4 | $340K | Buy |
+7,078
| New | +$340K | 0.09% | 183 |
|