Fulcrum Equity 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 | $1.78M | Sell |
16,357
-16,192
| -50% | -$1.76M | 1.82% | 9 |
|
|
2025
Q1 | $3.14M | Buy |
32,549
+12,682
| +64% | +$1.22M | 3.43% | 6 |
|
|
2024
Q4 | $1.92M | Buy |
19,867
+3,950
| +25% | +$382K | 1.9% | 7 |
|
|
2024
Q3 | $1.44M | Buy |
15,917
+2,716
| +21% | +$246K | 1.22% | 13 |
|
|
2024
Q2 | $1.13M | Buy |
13,201
+650
| +5% | +$55.7K | 1.01% | 35 |
|
|
2024
Q1 | $1.02M | Sell |
12,551
-7,115
| -36% | -$581K | 1.21% | 27 |
|
|
2023
Q4 | $1.43M | Sell |
19,666
-4,835
| -20% | -$351K | 1.77% | 10 |
|
|
2023
Q3 | $1.61M | Sell |
24,501
-80
| -0.3% | -$5.25K | 1.88% | 7 |
|
|
2023
Q2 | $1.6M | Buy |
24,581
+10,890
| +80% | +$709K | 1.86% | 11 |
|
|
2023
Q1 | $794K | Buy |
+13,691
| New | +$794K | 0.75% | 37 |
|
|
2022
Q1 | – | Sell |
-7,011
| Closed | -$545K | – | 198 |
|
|
2021
Q4 | $545K | Sell |
7,011
-50,004
| -88% | -$3.89M | 0.2% | 81 |
|
|
2021
Q3 | $4.57M | Buy |
57,015
+39,714
| +230% | +$3.18M | 1.77% | 11 |
|
|
2021
Q2 | $1.4M | Sell |
17,301
-163
| -0.9% | -$13.2K | 0.52% | 60 |
|
|
2021
Q1 | $1.28M | Buy |
17,464
+12,129
| +227% | +$889K | 0.51% | 63 |
|
|
2020
Q4 | $360K | Buy |
5,335
+84
| +2% | +$5.67K | 0.14% | 112 |
|
|
2020
Q3 | $312K | Buy |
+5,251
| New | +$312K | 0.14% | 102 |
|
|
2019
Q4 | – | Sell |
-2,224
| Closed | -$110K | – | 233 |
|
|
2019
Q3 | $110K | Buy |
+2,224
| New | +$110K | 0.06% | 90 |
|