Global Wealth Management Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-70
| Closed | -$5.09K | – | 451 |
|
|
2023
Q4 | $5.09K | Hold |
70
| – | – | ﹤0.01% | 336 |
|
|
2023
Q3 | $4.59K | Sell |
70
-1
| -1% | -$66 | ﹤0.01% | 338 |
|
|
2023
Q2 | $4.62K | Buy |
+71
| New | +$4.62K | ﹤0.01% | 341 |
|
|
2022
Q3 | – | Sell |
-60
| Closed | -$3K | – | 490 |
|
|
2022
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 401 |
|
|
2022
Q1 | $4K | Hold |
60
| – | – | ﹤0.01% | 384 |
|
|
2021
Q4 | $5K | Hold |
60
| – | – | ﹤0.01% | 360 |
|
|
2021
Q3 | $5K | Hold |
60
| – | – | ﹤0.01% | 364 |
|
|
2021
Q2 | $5K | Hold |
60
| – | – | ﹤0.01% | 350 |
|
|
2021
Q1 | $4K | Hold |
60
| – | – | ﹤0.01% | 381 |
|
|
2020
Q4 | $4K | Hold |
60
| – | – | ﹤0.01% | 364 |
|
|
2020
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 356 |
|
|
2020
Q2 | $3K | Sell |
60
-133
| -69% | -$6.65K | ﹤0.01% | 493 |
|
|
2020
Q1 | $9K | Buy |
193
+133
| +222% | +$6.2K | ﹤0.01% | 353 |
|
|
2019
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 499 |
|
|
2019
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 479 |
|
|
2019
Q2 | $3K | Sell |
60
-65
| -52% | -$3.25K | ﹤0.01% | 526 |
|
|
2019
Q1 | $6K | Buy |
125
+65
| +108% | +$3.12K | ﹤0.01% | 441 |
|
|
2018
Q4 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 608 |
|