DWMG
DB Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $50.1K | Buy |
+690
| New | +$50.1K | 0.03% | 171 |
|
|
2022
Q2 | – | Sell |
-3,509
| Closed | -$241K | – | 327 |
|
|
2022
Q1 | $241K | Sell |
3,509
-43
| -1% | -$2.95K | 0.15% | 78 |
|
|
2021
Q4 | $276K | Sell |
3,552
-1,192
| -25% | -$92.6K | 0.16% | 75 |
|
|
2021
Q3 | $380K | Sell |
4,744
-91
| -2% | -$7.29K | 0.24% | 65 |
|
|
2021
Q2 | $391K | Buy |
4,835
+35
| +0.7% | +$2.83K | 0.25% | 67 |
|
|
2021
Q1 | $352K | Sell |
4,800
-587
| -11% | -$43K | 0.24% | 69 |
|
|
2020
Q4 | $364K | Buy |
+5,387
| New | +$364K | 0.27% | 65 |
|