Castleview Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-316
| Closed | -$30.7K | – | 582 |
|
|
2024
Q4 | $30.7K | Hold |
316
| – | – | 0.02% | 418 |
|
|
2024
Q3 | $28.6K | Sell |
316
-10
| -3% | -$904 | 0.02% | 400 |
|
|
2024
Q2 | $27.9K | Sell |
326
-31
| -9% | -$2.66K | 0.02% | 399 |
|
|
2024
Q1 | $29.2K | Hold |
357
| – | – | 0.02% | 418 |
|
|
2023
Q4 | $25.9K | Buy |
+357
| New | +$25.9K | 0.02% | 399 |
|
|
2021
Q2 | $169K | Buy |
+2,086
| New | +$169K | 0.07% | 228 |
|