CIA
Concurrent Investment Advisors’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 | $10.6M | Buy |
97,421
+20,066
| +26% | +$2.18M | 0.2% | 104 |
|
|
2025
Q1 | $7.46M | Buy |
77,355
+7,586
| +11% | +$732K | 0.18% | 120 |
|
|
2024
Q4 | $6.75M | Buy |
69,769
+7,578
| +12% | +$734K | 0.18% | 113 |
|
|
2024
Q3 | $5.62M | Sell |
62,191
-24,095
| -28% | -$2.18M | 0.17% | 130 |
|
|
2024
Q2 | $7.39M | Buy |
86,286
+7,730
| +10% | +$662K | 0.24% | 95 |
|
|
2024
Q1 | $6.41M | Buy |
78,556
+531
| +0.7% | +$43.4K | 0.26% | 92 |
|
|
2023
Q4 | $5.67M | Buy |
+78,025
| New | +$5.67M | 0.27% | 85 |
|