CWM
Cedar 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 |
-100
| Closed | -$8.57K | – | 306 |
|
|
2024
Q2 | $8.57K | Hold |
100
| – | – | ﹤0.01% | 237 |
|
|
2024
Q1 | $8.17K | Hold |
100
| – | – | ﹤0.01% | 264 |
|
|
2023
Q4 | $7.27K | Buy |
+100
| New | +$7.27K | ﹤0.01% | 232 |
|
|
2022
Q4 | – | Sell |
-438
| Closed | -$21K | – | 344 |
|
|
2022
Q3 | $21K | Hold |
438
| – | – | 0.01% | 214 |
|
|
2022
Q2 | $24K | Hold |
438
| – | – | 0.01% | 213 |
|
|
2022
Q1 | $30K | Hold |
438
| – | – | 0.01% | 219 |
|
|
2021
Q4 | $34K | Hold |
438
| – | – | 0.01% | 208 |
|
|
2021
Q3 | $35K | Hold |
438
| – | – | 0.02% | 178 |
|
|
2021
Q2 | $35K | Buy |
+438
| New | +$35K | 0.02% | 186 |
|