Dakota Wealth Management’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
$9.89M Sell
91,094
-5,107
-5% -$554K 0.21% 97
2025
Q1
$9.28M Sell
96,201
-54,382
-36% -$5.25M 0.22% 92
2024
Q4
$14.6M Buy
150,583
+5,550
+4% +$537K 0.34% 63
2024
Q3
$13.1M Buy
145,033
+5,948
+4% +$538K 0.3% 77
2024
Q2
$11.9M Buy
139,085
+43,997
+46% +$3.77M 0.28% 79
2024
Q1
$7.76M Buy
95,088
+192
+0.2% +$15.7K 0.19% 110
2023
Q4
$6.9M Buy
94,896
+2,230
+2% +$162K 0.27% 100
2023
Q3
$6.08M Buy
92,666
+3,365
+4% +$221K 0.27% 97
2023
Q2
$5.81M Buy
89,301
+32,494
+57% +$2.11M 0.27% 91
2023
Q1
$3.29M Buy
56,807
+3,963
+7% +$230K 0.22% 113
2022
Q4
$2.54M Buy
52,844
+240
+0.5% +$11.5K 0.18% 129
2022
Q3
$2.52M Buy
+52,604
New +$2.52M 0.2% 119