EPM
Elm Partners Management’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 | $717K | Sell |
6,607
-578
| -8% | -$62.7K | 0.04% | 66 |
|
|
2025
Q1 | $693K | Sell |
7,185
-2,602
| -27% | -$251K | 0.04% | 42 |
|
|
2024
Q4 | $947K | Buy |
9,787
+2,959
| +43% | +$286K | 0.06% | 43 |
|
|
2024
Q3 | $617K | Buy |
6,828
+805
| +13% | +$72.8K | 0.04% | 40 |
|
|
2024
Q2 | $516K | Buy |
6,023
+7
| +0.1% | +$600 | 0.04% | 47 |
|
|
2024
Q1 | $491K | Buy |
6,016
+1,875
| +45% | +$153K | 0.04% | 44 |
|
|
2023
Q4 | $301K | Buy |
4,141
+26
| +0.6% | +$1.89K | 0.03% | 47 |
|
|
2023
Q3 | $270K | Buy |
+4,115
| New | +$270K | 0.03% | 45 |
|