GWP
Gateway Wealth Partners’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 | $812K | Sell |
7,478
-502
| -6% | -$54.5K | 0.15% | 149 |
|
2025
Q1 | $770K | Buy |
7,980
+24
| +0.3% | +$2.32K | 0.17% | 132 |
|
2024
Q4 | $770K | Sell |
7,956
-525
| -6% | -$50.8K | 0.2% | 110 |
|
2024
Q3 | $767K | Buy |
8,481
+343
| +4% | +$31K | 0.21% | 107 |
|
2024
Q2 | $697K | Buy |
8,138
+819
| +11% | +$70.2K | 0.21% | 114 |
|
2024
Q1 | $598K | Buy |
7,319
+3,261
| +80% | +$266K | 0.21% | 108 |
|
2023
Q4 | $295K | Sell |
4,058
-1,367
| -25% | -$99.3K | 0.12% | 156 |
|
2023
Q3 | $356K | Sell |
5,425
-468
| -8% | -$30.7K | 0.06% | 169 |
|
2023
Q2 | $384K | Buy |
5,893
+51
| +0.9% | +$3.32K | 0.07% | 154 |
|
2023
Q1 | $339K | Sell |
5,842
-279
| -5% | -$16.2K | 0.05% | 156 |
|
2022
Q4 | $294K | Buy |
+6,121
| New | +$294K | 0.05% | 147 |
|