Geneos Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.72M | Sell |
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|
2025
Q2 | $3.5M | Buy |
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|
2025
Q1 | $194K | Buy |
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|
2024
Q4 | $97.5K | Hold |
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|
2024
Q3 | $91K | Sell |
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|
2024
Q2 | $250K | Sell |
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|
2024
Q1 | $406K | Buy |
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|
2023
Q4 | $102K | Sell |
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|
2023
Q3 | $723K | Buy |
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|
2023
Q2 | $424K | Sell |
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|
2023
Q1 | $560K | Buy |
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|
2022
Q4 | $380K | Buy |
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|
2022
Q3 | $271K | Sell |
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|
2022
Q2 | $968K | Sell |
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|
2022
Q1 | $1.24M | Buy |
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|
2021
Q4 | $1.22M | Sell |
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|
2021
Q3 | $1.28M | Buy |
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|
2021
Q2 | $1.22M | Sell |
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|
2021
Q1 | $1.76M | Buy |
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|
2020
Q4 | $51K | Buy |
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|
2020
Q3 | $55K | Sell |
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|
2020
Q2 | $50K | Sell |
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|
2020
Q1 | $58K | Buy |
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|
2019
Q4 | $49K | Hold |
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|
2019
Q3 | $45K | Hold |
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|
2019
Q2 | $45K | Hold |
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|
2019
Q1 | $42K | Sell |
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|
2018
Q4 | $48K | Buy |
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|
2018
Q3 | $46K | Buy |
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