Bartlett & Co Wealth Management’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.97M | Sell |
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|
2025
Q2 | $1.84M | Sell |
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|
2025
Q1 | $1.66M | Sell |
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|
2024
Q4 | $1.68M | Sell |
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|
2024
Q3 | $1.72M | Sell |
|
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|
2024
Q2 | $1.65M | Sell |
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|
2024
Q1 | $1.98M | Sell |
|
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|
2023
Q4 | $2.38M | Buy |
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|
2023
Q3 | $1.59M | Sell |
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|
2023
Q2 | $1.58M | Sell |
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|
2023
Q1 | $1.48M | Sell |
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|
2022
Q4 | $1.25M | Buy |
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|
2022
Q3 | $283K | Sell |
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|
2022
Q2 | $332K | Buy |
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|
2022
Q1 | $136K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $159K | Hold |
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|
2021
Q2 | $160K | Hold |
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|
2021
Q1 | $145K | Hold |
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|
2020
Q4 | $134K | Buy |
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|
2020
Q3 | $97.4K | Hold |
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|
2020
Q2 | $88.6K | Buy |
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