Financial Advocates Investment Management’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-39,876
| Closed | -$3.85M | – | 763 |
|
|
2025
Q1 | $3.85M | Buy |
39,876
+30,803
| +340% | +$2.97M | 0.27% | 80 |
|
|
2024
Q4 | $878K | Buy |
9,073
+1,946
| +27% | +$188K | 0.05% | 328 |
|
|
2024
Q3 | $644K | Buy |
7,127
+745
| +12% | +$67.4K | 0.04% | 399 |
|
|
2024
Q2 | $547K | Buy |
6,382
+553
| +9% | +$47.4K | 0.03% | 413 |
|
|
2024
Q1 | $476K | Buy |
5,829
+1,559
| +37% | +$127K | 0.03% | 461 |
|
|
2023
Q4 | $310K | Buy |
4,270
+916
| +27% | +$66.6K | 0.02% | 544 |
|
|
2023
Q3 | $220K | Sell |
3,354
-301
| -8% | -$19.7K | 0.02% | 623 |
|
|
2023
Q2 | $238K | Buy |
+3,655
| New | +$238K | 0.02% | 588 |
|
|
2022
Q4 | – | Sell |
-7,736
| Closed | -$401K | – | 875 |
|
|
2022
Q3 | $401K | Buy |
7,736
+626
| +9% | +$32.4K | 0.03% | 464 |
|
|
2022
Q2 | $386K | Sell |
7,110
-1,573
| -18% | -$85.4K | 0.03% | 448 |
|
|
2022
Q1 | $597K | Sell |
8,683
-1,853
| -18% | -$127K | 0.04% | 405 |
|
|
2021
Q4 | $818K | Buy |
10,536
+2,302
| +28% | +$179K | 0.05% | 367 |
|
|
2021
Q3 | $660K | Sell |
8,234
-114
| -1% | -$9.14K | 0.04% | 408 |
|
|
2021
Q2 | $676K | Sell |
8,348
-113
| -1% | -$9.15K | 0.05% | 402 |
|
|
2021
Q1 | $620K | Sell |
8,461
-8,227
| -49% | -$603K | 0.04% | 417 |
|
|
2020
Q4 | $1.13M | Buy |
16,688
+11,971
| +254% | +$808K | 0.08% | 281 |
|
|
2020
Q3 | $280K | Sell |
4,717
-13,409
| -74% | -$796K | 0.02% | 479 |
|
|
2020
Q2 | $1.65M | Buy |
+18,126
| New | +$1.65M | 0.16% | 153 |
|