CWM
Collaborative 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 | $256K | Buy |
2,356
+126
| +6% | +$13.7K | 0.11% | 153 |
|
|
2025
Q1 | $215K | Sell |
2,230
-254
| -10% | -$24.5K | 0.1% | 160 |
|
|
2024
Q4 | $240K | Sell |
2,484
-32
| -1% | -$3.1K | 0.11% | 155 |
|
|
2024
Q3 | $227K | Buy |
2,516
+136
| +6% | +$12.3K | 0.1% | 155 |
|
|
2024
Q2 | $204K | Sell |
2,380
-120
| -5% | -$10.3K | 0.1% | 160 |
|
|
2024
Q1 | $204K | Sell |
2,500
-271
| -10% | -$22.1K | 0.1% | 159 |
|
|
2023
Q4 | $201K | Buy |
+2,771
| New | +$201K | 0.11% | 159 |
|
|
2022
Q4 | – | Sell |
-4,270
| Closed | -$204K | – | 181 |
|
|
2022
Q3 | $204K | Sell |
4,270
-679
| -14% | -$32.4K | 0.14% | 159 |
|
|
2022
Q2 | $269K | Buy |
+4,949
| New | +$269K | 0.18% | 149 |
|
|
2021
Q4 | $552K | Buy |
+7,105
| New | +$552K | 0.3% | 106 |
|
|
2021
Q1 | $492K | Buy |
+7,157
| New | +$492K | 0.28% | 109 |
|