Concord Wealth Partners’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
Q2 | $63.5K | Sell |
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|
2025
Q1 | $86.9K | Hold |
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|
2024
Q4 | $87.2K | Buy |
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|
2024
Q3 | $24K | Sell |
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|
2024
Q2 | $24.7K | Hold |
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|
2024
Q1 | $23.5K | Hold |
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|
2023
Q4 | $20.9K | Sell |
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|
2023
Q3 | $36.9K | Sell |
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|
2023
Q2 | $46K | Sell |
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|
2023
Q1 | $43.4K | Sell |
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|
2022
Q4 | $73.5K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $41K | Sell |
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|
2022
Q1 | $76K | Sell |
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|
2021
Q4 | $111K | Buy |
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|
2021
Q3 | $38K | Sell |
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|
2021
Q2 | $69K | Sell |
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|
2021
Q1 | $115K | Buy |
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|
2020
Q4 | $18K | Buy |
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