CWA
Continuum Wealth 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 | $7.92M | Buy |
73,016
+89
| +0.1% | +$9.66K | 3.81% | 9 |
|
|
2025
Q1 | $7.03M | Buy |
72,927
+2,187
| +3% | +$211K | 3.61% | 9 |
|
|
2024
Q4 | $6.85M | Buy |
70,740
+5,273
| +8% | +$510K | 3.46% | 8 |
|
|
2024
Q3 | $5.92M | Sell |
65,467
-11,526
| -15% | -$1.04M | 3.18% | 9 |
|
|
2024
Q2 | $6.6M | Buy |
76,993
+7,198
| +10% | +$617K | 3.47% | 10 |
|
|
2024
Q1 | $5.7M | Buy |
69,795
+8,178
| +13% | +$668K | 3.22% | 9 |
|
|
2023
Q4 | $4.48M | Buy |
+61,617
| New | +$4.48M | 2.9% | 11 |
|