Charter Oak Capital Management’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $475K | Hold |
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|
2025
Q2 | $436K | Hold |
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|
2025
Q1 | $387K | Sell |
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|
2024
Q4 | $561K | Hold |
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|
2024
Q3 | $524K | Buy |
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|
2024
Q2 | $468K | Sell |
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|
2024
Q1 | $473K | Hold |
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|
2023
Q4 | $421K | Hold |
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|
2023
Q3 | $380K | Sell |
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|
2023
Q2 | $549K | Hold |
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|
2023
Q1 | $489K | Buy |
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|
2022
Q4 | $297K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $10K | Hold |
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|
2022
Q1 | $13K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1K | Buy |
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