Garrett Wealth Advisory Group’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 | $490K | Buy |
4,514
+421
| +10% | +$45.7K | 0.1% | 63 |
|
|
2025
Q1 | $395K | Buy |
4,093
+64
| +2% | +$6.17K | 0.09% | 71 |
|
|
2024
Q4 | $390K | Hold |
4,029
| – | – | 0.09% | 68 |
|
|
2024
Q3 | $364K | Hold |
4,029
| – | – | 0.09% | 69 |
|
|
2024
Q2 | $345K | Hold |
4,029
| – | – | 0.13% | 63 |
|
|
2024
Q1 | $329K | Hold |
4,029
| – | – | 0.13% | 52 |
|
|
2023
Q4 | $293K | Hold |
4,029
| – | – | 0.12% | 50 |
|
|
2023
Q3 | $264K | Hold |
4,029
| – | – | 0.12% | 50 |
|
|
2023
Q2 | $262K | Buy |
+4,029
| New | +$262K | 0.12% | 48 |
|