EWA
Evolution 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 | $11.7M | Sell |
107,594
-382
| -0.4% | -$41.5K | 1.71% | 11 |
|
|
2025
Q1 | $10.4M | Sell |
107,976
-1,735
| -2% | -$167K | 1.74% | 12 |
|
|
2024
Q4 | $10.6M | Buy |
109,711
+2,339
| +2% | +$226K | 1.78% | 11 |
|
|
2024
Q3 | $9.71M | Buy |
107,372
+183
| +0.2% | +$16.5K | 1.74% | 13 |
|
|
2024
Q2 | $9.18M | Buy |
107,189
+3,771
| +4% | +$323K | 1.79% | 14 |
|
|
2024
Q1 | $8.45M | Buy |
103,418
+47,554
| +85% | +$3.88M | 1.62% | 15 |
|
|
2023
Q4 | $4.06M | Buy |
55,864
+460
| +0.8% | +$33.4K | 0.82% | 30 |
|
|
2023
Q3 | $3.63M | Buy |
55,404
+305
| +0.6% | +$20K | 0.81% | 34 |
|
|
2023
Q2 | $3.59M | Sell |
55,099
-379
| -0.7% | -$24.7K | 0.79% | 32 |
|
|
2023
Q1 | $3.22M | Sell |
55,478
-19,627
| -26% | -$1.14M | 0.77% | 33 |
|
|
2022
Q4 | $3.6M | Sell |
75,105
-102,649
| -58% | -$4.93M | 0.91% | 31 |
|
|
2022
Q3 | $8.51M | Sell |
177,754
-48,372
| -21% | -$2.32M | 2.33% | 11 |
|
|
2022
Q2 | $12.3M | Sell |
226,126
-24,051
| -10% | -$1.31M | 3.11% | 9 |
|
|
2022
Q1 | $17.2M | Buy |
250,177
+15,521
| +7% | +$1.07M | 3.54% | 8 |
|
|
2021
Q4 | $18.2K | Sell |
234,656
-3,132
| -1% | -$243 | 2.75% | 10 |
|
|
2021
Q3 | $19M | Buy |
237,788
+5,633
| +2% | +$451K | 4.08% | 8 |
|
|
2021
Q2 | $18.8M | Buy |
232,155
+18,760
| +9% | +$1.52M | 3.82% | 7 |
|
|
2021
Q1 | $15.6M | Buy |
213,395
+36,395
| +21% | +$2.67M | 3.49% | 6 |
|
|
2020
Q4 | $11.9M | Sell |
177,000
-39,934
| -18% | -$2.69M | 2.69% | 10 |
|
|
2020
Q3 | $12.9M | Sell |
216,934
-2,010
| -0.9% | -$119K | 3.52% | 6 |
|
|
2020
Q2 | $11.8M | Sell |
218,944
-691
| -0.3% | -$37.3K | 3.88% | 7 |
|
|
2020
Q1 | $9.72M | Buy |
219,635
+36
| +0% | +$1.59K | 3.93% | 8 |
|
|
2019
Q4 | $11.8M | Buy |
219,599
+42,123
| +24% | +$2.26M | 2.95% | 11 |
|
|
2019
Q3 | $8.79M | Sell |
177,476
-37,478
| -17% | -$1.86M | 4.19% | 7 |
|
|
2019
Q2 | $10.6M | Buy |
214,954
+5,300
| +3% | +$261K | 4.57% | 6 |
|
|
2019
Q1 | $9.81M | Buy |
209,654
+143,879
| +219% | +$6.73M | 4.51% | 5 |
|
|
2018
Q4 | $2.72M | Buy |
+65,775
| New | +$2.72M | 1.24% | 23 |
|