BOPW
Brandywine Oak Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Buy |
+1,944
| New | +$211K | 0.02% | 227 |
|
|
2022
Q4 | – | Sell |
-4,546
| Closed | -$217K | – | 297 |
|
|
2022
Q3 | $217K | Sell |
4,546
-518
| -10% | -$24.7K | 0.03% | 273 |
|
|
2022
Q2 | $274K | Sell |
5,064
-3,819
| -43% | -$207K | 0.04% | 262 |
|
|
2022
Q1 | $610K | Buy |
8,883
+1,050
| +13% | +$72.1K | 0.07% | 177 |
|
|
2021
Q4 | $614K | Buy |
7,833
+1,251
| +19% | +$98.1K | 0.07% | 181 |
|
|
2021
Q3 | $527K | Buy |
6,582
+551
| +9% | +$44.1K | 0.06% | 188 |
|
|
2021
Q2 | $488K | Buy |
6,031
+158
| +3% | +$12.8K | 0.06% | 196 |
|
|
2021
Q1 | $430K | Sell |
5,873
-190
| -3% | -$13.9K | 0.06% | 161 |
|
|
2020
Q4 | $409K | Sell |
6,063
-266
| -4% | -$17.9K | 0.06% | 160 |
|
|
2020
Q3 | $375K | Buy |
6,329
+1,669
| +36% | +$98.9K | 0.06% | 162 |
|
|
2020
Q2 | $251K | Buy |
+4,660
| New | +$251K | 0.04% | 201 |
|
|
2019
Q1 | – | Sell |
-770
| Closed | -$8K | – | 648 |
|
|
2018
Q4 | $8K | Buy |
+770
| New | +$8K | ﹤0.01% | 527 |
|