GM
GeoWealth Management’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 | $4.4M | Buy |
40,520
+15,920
| +65% | +$1.73M | 0.17% | 72 |
|
|
2025
Q1 | $2.37M | Sell |
24,600
-10,333
| -30% | -$997K | 0.1% | 122 |
|
|
2024
Q4 | $3.38M | Buy |
34,933
+19,398
| +125% | +$1.88M | 0.11% | 127 |
|
|
2024
Q3 | $1.4M | Sell |
15,535
-21,538
| -58% | -$1.95M | 0.05% | 234 |
|
|
2024
Q2 | $3.18M | Sell |
37,073
-34,555
| -48% | -$2.96M | 0.14% | 110 |
|
|
2024
Q1 | $5.85M | Sell |
71,628
-29,880
| -29% | -$2.44M | 0.23% | 81 |
|
|
2023
Q4 | $7.38M | Buy |
101,508
+37,932
| +60% | +$2.76M | 0.61% | 48 |
|
|
2023
Q3 | $4.17M | Sell |
63,576
-724
| -1% | -$47.5K | 0.47% | 59 |
|
|
2023
Q2 | $4.18M | Sell |
64,300
-57,681
| -47% | -$3.75M | 0.45% | 44 |
|
|
2023
Q1 | $7.07M | Buy |
121,981
+19,376
| +19% | +$1.12M | 0.83% | 20 |
|
|
2022
Q4 | $4.93M | Sell |
102,605
-7,034
| -6% | -$338K | 0.52% | 41 |
|
|
2022
Q3 | $5.25M | Sell |
109,639
-39,933
| -27% | -$1.91M | 0.57% | 35 |
|
|
2022
Q2 | $8.12M | Buy |
149,572
+66,983
| +81% | +$3.64M | 1.09% | 22 |
|
|
2022
Q1 | $5.68M | Sell |
82,589
-4,990
| -6% | -$343K | 0.5% | 53 |
|
|
2021
Q4 | $6.8M | Buy |
87,579
+7,164
| +9% | +$556K | 0.56% | 51 |
|
|
2021
Q3 | $6.44M | Sell |
80,415
-253
| -0.3% | -$20.3K | 0.53% | 61 |
|
|
2021
Q2 | $6.53M | Sell |
80,668
-76
| -0.1% | -$6.15K | 0.83% | 33 |
|
|
2021
Q1 | $5.92M | Buy |
80,744
+15,889
| +24% | +$1.16M | 0.92% | 32 |
|
|
2020
Q4 | $4.38M | Buy |
64,855
+20,116
| +45% | +$1.36M | 0.7% | 41 |
|
|
2020
Q3 | $2.65M | Buy |
44,739
+4,673
| +12% | +$277K | 0.8% | 42 |
|
|
2020
Q2 | $2.17M | Buy |
+40,066
| New | +$2.17M | 0.9% | 38 |
|