EWM
Evercore Wealth 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 | $2.47M | Sell |
22,741
-107
| -0.5% | -$11.6K | 0.04% | 140 |
|
|
2025
Q1 | $2.2M | Sell |
22,848
-2,250
| -9% | -$217K | 0.04% | 147 |
|
|
2024
Q4 | $2.43M | Sell |
25,098
-2,207
| -8% | -$214K | 0.04% | 144 |
|
|
2024
Q3 | $2.47M | Sell |
27,305
-305
| -1% | -$27.6K | 0.04% | 142 |
|
|
2024
Q2 | $2.37M | Sell |
27,610
-2,657
| -9% | -$228K | 0.04% | 142 |
|
|
2024
Q1 | $2.47M | Buy |
30,267
+4,700
| +18% | +$384K | 0.04% | 146 |
|
|
2023
Q4 | $1.86M | Hold |
25,567
| – | – | 0.03% | 167 |
|
|
2023
Q3 | $1.68M | Buy |
25,567
+5,000
| +24% | +$328K | 0.03% | 171 |
|
|
2023
Q2 | $1.34M | Buy |
20,567
+2,000
| +11% | +$130K | 0.02% | 186 |
|
|
2023
Q1 | $1.08M | Buy |
18,567
+11,843
| +176% | +$687K | 0.02% | 206 |
|
|
2022
Q4 | $323K | Sell |
6,724
-15,273
| -69% | -$733K | 0.01% | 310 |
|
|
2022
Q3 | $1.05M | Buy |
21,997
+272
| +1% | +$13K | 0.02% | 198 |
|
|
2022
Q2 | $1.18M | Buy |
21,725
+1,300
| +6% | +$70.6K | 0.02% | 191 |
|
|
2022
Q1 | $1.41M | Buy |
20,425
+6,118
| +43% | +$421K | 0.02% | 189 |
|
|
2021
Q4 | $1.11M | Buy |
14,307
+85
| +0.6% | +$6.6K | 0.02% | 217 |
|
|
2021
Q3 | $1.14M | Sell |
14,222
-166
| -1% | -$13.3K | 0.02% | 212 |
|
|
2021
Q2 | $1.17M | Buy |
14,388
+3,000
| +26% | +$243K | 0.02% | 213 |
|
|
2021
Q1 | $835K | Buy |
11,388
+3,532
| +45% | +$259K | 0.02% | 242 |
|
|
2020
Q4 | $530K | Sell |
7,856
-1
| -0% | -$67 | 0.01% | 279 |
|
|
2020
Q3 | $467K | Buy |
7,857
+1,557
| +25% | +$92.5K | 0.01% | 272 |
|
|
2020
Q2 | $341K | Hold |
6,300
| – | – | 0.01% | 295 |
|
|
2020
Q1 | $279K | Buy |
+6,300
| New | +$279K | 0.01% | 310 |
|