Financial Gravity Asset 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
Q1 | $11.9K | Buy |
+123
| New | +$11.9K | ﹤0.01% | 568 |
|
|
2024
Q2 | – | Sell |
-1,875
| Closed | -$153K | – | 2558 |
|
|
2024
Q1 | $153K | Sell |
1,875
-69
| -4% | -$5.63K | 0.02% | 233 |
|
|
2023
Q4 | $132K | Buy |
1,944
+863
| +80% | +$58.8K | ﹤0.01% | 524 |
|
|
2023
Q3 | $69.7K | Buy |
1,081
+1,016
| +1,563% | +$65.5K | ﹤0.01% | 497 |
|
|
2023
Q2 | $4.65K | Sell |
65
-109
| -63% | -$7.79K | 0.01% | 493 |
|
|
2023
Q1 | $564 | Buy |
174
+126
| +263% | +$408 | 0.02% | 435 |
|
|
2022
Q4 | $86 | Hold |
48
| – | – | ﹤0.01% | 1134 |
|
|
2022
Q3 | $460 | Sell |
48
-6
| -11% | -$57 | 0.02% | 402 |
|
|
2022
Q2 | $521 | Sell |
54
-15
| -22% | -$145 | 0.02% | 385 |
|
|
2022
Q1 | $661 | Sell |
69
-9
| -12% | -$86 | 0.02% | 373 |
|
|
2021
Q4 | $746 | Sell |
78
-413
| -84% | -$3.95K | 0.02% | 425 |
|
|
2021
Q3 | $80K | Buy |
491
+456
| +1,303% | +$74.3K | 0.04% | 420 |
|
|
2021
Q2 | $81K | Sell |
35
-228
| -87% | -$528K | 0.03% | 417 |
|
|
2021
Q1 | $19 | Buy |
+263
| New | +$19 | ﹤0.01% | 672 |
|
|
2019
Q4 | – | Sell |
-814
| Closed | -$40K | – | 1741 |
|
|
2019
Q3 | $40K | Buy |
814
+223
| +38% | +$11K | 0.03% | 326 |
|
|
2019
Q2 | $29K | Buy |
591
+545
| +1,185% | +$26.7K | 0.02% | 425 |
|
|
2019
Q1 | $2K | Buy |
+46
| New | +$2K | ﹤0.01% | 1000 |
|
|
2018
Q3 | $565K | Buy |
+12,865
| New | +$565K | 0.59% | 27 |
|