CMH Wealth Management’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
Q2 | $10.3M | Buy |
94,868
+187
| +0.2% | +$20.3K | 2.4% | 11 |
|
|
2025
Q1 | $9.13M | Sell |
94,681
-2,161
| -2% | -$208K | 2.29% | 15 |
|
|
2024
Q4 | $9.38M | Sell |
96,842
-739
| -0.8% | -$71.5K | 2.15% | 16 |
|
|
2024
Q3 | $8.82M | Sell |
97,581
-1,571
| -2% | -$142K | 2.08% | 17 |
|
|
2024
Q2 | $8.49M | Sell |
99,152
-110
| -0.1% | -$9.42K | 2.09% | 17 |
|
|
2024
Q1 | $8.11M | Sell |
99,262
-6,119
| -6% | -$500K | 2.06% | 19 |
|
|
2023
Q4 | $7.66M | Sell |
105,381
-5,012
| -5% | -$364K | 1.86% | 22 |
|
|
2023
Q3 | $7.24M | Buy |
110,393
+1,808
| +2% | +$119K | 2.02% | 21 |
|
|
2023
Q2 | $7.07M | Buy |
108,585
+16,858
| +18% | +$1.1M | 1.9% | 21 |
|
|
2023
Q1 | $5.32M | Sell |
91,727
-90,690
| -50% | -$5.26M | 1.54% | 26 |
|
|
2022
Q4 | $8.75M | Buy |
+182,417
| New | +$8.75M | 2.81% | 12 |
|