EverSource Wealth Advisors’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 | $243K | Sell |
2,236
-53
| -2% | -$5.75K | 0.01% | 781 |
|
|
2025
Q1 | $221K | Buy |
2,289
+144
| +7% | +$13.9K | 0.01% | 624 |
|
|
2024
Q4 | $208K | Buy |
2,145
+1,761
| +459% | +$170K | 0.01% | 641 |
|
|
2024
Q3 | $34.7K | Buy |
+384
| New | +$34.7K | ﹤0.01% | 1227 |
|
|
2024
Q2 | – | Sell |
-132
| Closed | -$10.3K | – | 3156 |
|
|
2024
Q1 | $10.3K | Buy |
+132
| New | +$10.3K | ﹤0.01% | 1677 |
|
|
2023
Q2 | – | Sell |
-197
| Closed | -$11.4K | – | 2632 |
|
|
2023
Q1 | $11.4K | Sell |
197
-24
| -11% | -$1.39K | ﹤0.01% | 1299 |
|
|
2022
Q4 | $10.6K | Buy |
+221
| New | +$10.6K | ﹤0.01% | 1312 |
|