Evercore Wealth Management’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 | $2.47M | Sell |
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|
2025
Q1 | $2.2M | Sell |
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|
2024
Q4 | $2.43M | Sell |
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|
2024
Q3 | $2.47M | Sell |
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|
2024
Q2 | $2.37M | Sell |
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|
2024
Q1 | $2.47M | Buy |
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|
2023
Q4 | $1.86M | Hold |
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|
2023
Q3 | $1.68M | Buy |
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|
2023
Q2 | $1.34M | Buy |
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|
2023
Q1 | $1.08M | Buy |
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|
2022
Q4 | $323K | Sell |
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|
2022
Q3 | $1.05M | Buy |
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|
2022
Q2 | $1.18M | Buy |
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|
2022
Q1 | $1.41M | Buy |
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|
2021
Q4 | $1.11M | Buy |
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|
2021
Q3 | $1.14M | Sell |
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|
2021
Q2 | $1.17M | Buy |
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|
2021
Q1 | $835K | Buy |
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|
2020
Q4 | $530K | Sell |
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|
2020
Q3 | $467K | Buy |
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|
2020
Q2 | $341K | Hold |
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|
2020
Q1 | $279K | Buy |
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