Dynamic Advisor Solutions’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
$1.14M Sell
10,518
-2,647
-20% -$287K 0.04% 416
2025
Q1
$1.27M Buy
+13,165
New +$1.27M 0.04% 370
2024
Q4
Sell
-13,190
Closed -$1.19M 929
2024
Q3
$1.19M Sell
13,190
-3,204
-20% -$290K 0.04% 409
2024
Q2
$1.4M Buy
16,394
+938
+6% +$80.4K 0.04% 367
2024
Q1
$1.26M Buy
15,456
+3,477
+29% +$284K 0.04% 389
2023
Q4
$863K Buy
11,979
+1,670
+16% +$120K 0.03% 447
2023
Q3
$676K Buy
10,309
+3,121
+43% +$205K 0.03% 446
2023
Q2
$468K Buy
7,188
+559
+8% +$36.4K 0.02% 516
2023
Q1
$384K Buy
+6,629
New +$384K 0.02% 534
2022
Q1
Sell
-4,604
Closed -$358K 792
2021
Q4
$358K Buy
4,604
+1,821
+65% +$142K 0.03% 516
2021
Q3
$223K Buy
+2,783
New +$223K 0.02% 666