Colton Groome Financial Advisors’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 | $5.37M | Sell |
49,438
-9,855
| -17% | -$1.07M | 1.82% | 13 |
|
|
2025
Q1 | $5.66M | Sell |
59,293
-4,620
| -7% | -$441K | 2.2% | 10 |
|
|
2024
Q4 | $6.19M | Buy |
63,913
+754
| +1% | +$73K | 2.37% | 9 |
|
|
2024
Q3 | $5.71M | Sell |
63,159
-33
| -0.1% | -$2.98K | 2.14% | 9 |
|
|
2024
Q2 | $5.41M | Buy |
63,192
+1,827
| +3% | +$157K | 2.13% | 10 |
|
|
2024
Q1 | $5.01M | Buy |
61,365
+3,120
| +5% | +$255K | 2.01% | 10 |
|
|
2023
Q4 | $4.23M | Buy |
58,245
+10,493
| +22% | +$762K | 1.85% | 12 |
|
|
2023
Q3 | $3.13M | Buy |
47,752
+7,805
| +20% | +$512K | 1.57% | 19 |
|
|
2023
Q2 | $2.6M | Buy |
39,947
+19,940
| +100% | +$1.3M | 1.22% | 22 |
|
|
2023
Q1 | $1.16M | Buy |
20,007
+6,180
| +45% | +$358K | 0.55% | 45 |
|
|
2022
Q4 | $664K | Buy |
13,827
+6,537
| +90% | +$314K | 0.33% | 55 |
|
|
2022
Q3 | $349K | Buy |
7,290
+890
| +14% | +$42.6K | 0.18% | 72 |
|
|
2022
Q2 | $347K | Buy |
6,400
+3,400
| +113% | +$184K | 0.17% | 71 |
|
|
2022
Q1 | $206K | Buy |
+3,000
| New | +$206K | 0.1% | 104 |
|