BWM
BNC Wealth Management’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,687
| Closed | -$230K | – | 112 |
|
|
2024
Q2 | $230K | Sell |
2,687
-3,954
| -60% | -$339K | 0.09% | 91 |
|
|
2024
Q1 | $542K | Sell |
6,641
-1,922
| -22% | -$157K | 0.23% | 67 |
|
|
2023
Q4 | $622K | Buy |
8,563
+999
| +13% | +$72.6K | 0.29% | 63 |
|
|
2023
Q3 | $496K | Sell |
7,564
-311
| -4% | -$20.4K | 0.27% | 63 |
|
|
2023
Q2 | $513K | Sell |
7,875
-142
| -2% | -$9.24K | 0.27% | 64 |
|
|
2023
Q1 | $465K | Buy |
+8,017
| New | +$465K | 0.26% | 69 |
|