CWM
CarsonAllaria 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.9K | Hold |
211
| – | – | 0.01% | 188 |
|
|
2025
Q1 | $20.4K | Hold |
211
| – | – | 0.01% | 195 |
|
|
2024
Q4 | $20.4K | Hold |
211
| – | – | 0.01% | 197 |
|
|
2024
Q3 | $19.1K | Buy |
+211
| New | +$19.1K | 0.01% | 206 |
|
|
2024
Q2 | – | Sell |
-18
| Closed | -$1.47K | – | 425 |
|
|
2024
Q1 | $1.47K | Buy |
+18
| New | +$1.47K | ﹤0.01% | 349 |
|