FWM
Foguth 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 | $3.83M | Buy |
35,254
+22,884
| +185% | +$2.48M | 0.82% | 36 |
|
|
2025
Q1 | $1.19M | Sell |
12,370
-4,481
| -27% | -$432K | 0.29% | 57 |
|
|
2024
Q4 | $1.69M | Sell |
16,851
-12,131
| -42% | -$1.22M | 0.44% | 51 |
|
|
2024
Q3 | $2.62M | Sell |
28,982
-19,497
| -40% | -$1.76M | 0.95% | 30 |
|
|
2024
Q2 | $4.15M | Buy |
48,479
+2,542
| +6% | +$218K | 1.83% | 20 |
|
|
2024
Q1 | $3.75M | Buy |
+45,937
| New | +$3.75M | 2.01% | 16 |
|