Fortis Group Advisors’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 | $2.48M | Sell |
23,084
-15,870
| -41% | -$1.7M | 0.45% | 53 |
|
|
2025
Q1 | $3.76M | Buy |
38,954
+23
| +0.1% | +$2.22K | 0.73% | 45 |
|
|
2024
Q4 | $3.77M | Buy |
38,931
+35,537
| +1,047% | +$3.44M | 0.7% | 45 |
|
|
2024
Q3 | $307K | Sell |
3,394
-89,963
| -96% | -$8.13M | 0.06% | 154 |
|
|
2024
Q2 | $8M | Sell |
93,357
-1,595
| -2% | -$137K | 1.59% | 19 |
|
|
2024
Q1 | $7.75M | Buy |
+94,952
| New | +$7.75M | 1.43% | 20 |
|
|
2023
Q3 | – | Sell |
-82,904
| Closed | -$5.4M | – | 471 |
|
|
2023
Q2 | $5.4M | Buy |
+82,904
| New | +$5.4M | 1.43% | 21 |
|
|
2020
Q3 | $251K | Buy |
+4,230
| New | +$251K | 0.05% | 166 |
|