EP Wealth Advisors’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.5M | Buy |
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|
2025
Q1 | $11.4M | Sell |
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|
2024
Q4 | $12.9M | Buy |
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|
2024
Q3 | $11.4M | Buy |
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|
2024
Q2 | $9.84M | Buy |
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|
2024
Q1 | $9.34M | Sell |
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|
2023
Q4 | $9.07M | Sell |
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|
2023
Q3 | $8.49M | Buy |
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|
2023
Q2 | $8.48M | Buy |
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|
2023
Q1 | $202K | Sell |
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|
2022
Q4 | $4.37M | Buy |
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|
2022
Q3 | $1.99M | Sell |
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|
2022
Q2 | $3.62M | Sell |
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|
2022
Q1 | $4.6M | Buy |
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|
2021
Q4 | $2.42M | Buy |
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|
2021
Q3 | $1.01M | Buy |
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|
2021
Q2 | $823K | Buy |
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|
2021
Q1 | $599K | Buy |
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|
2020
Q4 | $502K | Buy |
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|
2020
Q3 | $347K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $429K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $259K | Sell |
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|
2019
Q2 | $335K | Sell |
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|
2019
Q1 | $335K | Sell |
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|
2018
Q4 | $934K | Buy |
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