FMWA
Forvis Mazars 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 | $2.14M | Buy |
19,714
+116
| +0.6% | +$12.6K | 0.05% | 151 |
|
|
2025
Q1 | $1.89M | Sell |
19,598
-159
| -0.8% | -$15.3K | 0.05% | 157 |
|
|
2024
Q4 | $1.91M | Sell |
19,757
-490
| -2% | -$47.4K | 0.04% | 162 |
|
|
2024
Q3 | $1.83M | Buy |
20,247
+293
| +1% | +$26.5K | 0.04% | 176 |
|
|
2024
Q2 | $1.71M | Buy |
19,954
+417
| +2% | +$35.7K | 0.04% | 172 |
|
|
2024
Q1 | $1.6M | Buy |
19,537
+340
| +2% | +$27.8K | 0.04% | 179 |
|
|
2023
Q4 | $1.39M | Sell |
19,197
-1,119
| -6% | -$81.3K | 0.04% | 181 |
|
|
2023
Q3 | $1.33M | Buy |
20,316
+54
| +0.3% | +$3.54K | 0.04% | 183 |
|
|
2023
Q2 | $1.32M | Sell |
20,262
-2,406
| -11% | -$157K | 0.04% | 194 |
|
|
2023
Q1 | $1.31M | Sell |
22,668
-4,268
| -16% | -$247K | 0.04% | 180 |
|
|
2022
Q4 | $1.29M | Buy |
26,936
+2,101
| +8% | +$101K | 0.05% | 179 |
|
|
2022
Q3 | $1.19M | Buy |
24,835
+2,768
| +13% | +$133K | 0.05% | 181 |
|
|
2022
Q2 | $1.2M | Sell |
22,067
-81
| -0.4% | -$4.4K | 0.05% | 173 |
|
|
2022
Q1 | $1.52M | Buy |
22,148
+774
| +4% | +$53.2K | 0.06% | 126 |
|
|
2021
Q4 | $1.66M | Sell |
21,374
-688
| -3% | -$53.4K | 0.07% | 117 |
|
|
2021
Q3 | $1.77M | Sell |
22,062
-40
| -0.2% | -$3.2K | 0.08% | 104 |
|
|
2021
Q2 | $1.79M | Sell |
22,102
-83
| -0.4% | -$6.72K | 0.08% | 101 |
|
|
2021
Q1 | $1.63M | Sell |
22,185
-2,009
| -8% | -$147K | 0.08% | 107 |
|
|
2020
Q4 | $1.63M | Sell |
24,194
-200
| -0.8% | -$13.5K | 0.08% | 112 |
|
|
2020
Q3 | $1.45M | Sell |
24,394
-4,495
| -16% | -$267K | 0.08% | 112 |
|
|
2020
Q2 | $1.56M | Sell |
28,889
-6,469
| -18% | -$350K | 0.1% | 101 |
|
|
2020
Q1 | $1.56M | Sell |
35,358
-3,134
| -8% | -$139K | 0.13% | 85 |
|
|
2019
Q4 | $2.06M | Buy |
38,492
+678
| +2% | +$36.4K | 0.15% | 83 |
|
|
2019
Q3 | $1.87M | Buy |
37,814
+243
| +0.6% | +$12K | 0.15% | 89 |
|
|
2019
Q2 | $1.85M | Buy |
37,571
+324
| +0.9% | +$15.9K | 0.15% | 85 |
|
|
2019
Q1 | $1.74M | Buy |
37,247
+18,618
| +100% | +$871K | 0.14% | 84 |
|
|
2018
Q4 | $769K | Buy |
+18,629
| New | +$769K | 0.08% | 108 |
|