Golden State Wealth Management’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 | $886K | Sell |
8,165
-620
| -7% | -$67.3K | 0.11% | 156 |
|
|
2025
Q1 | $847K | Buy |
8,785
+682
| +8% | +$65.8K | 0.13% | 142 |
|
|
2024
Q4 | $784K | Buy |
+8,103
| New | +$784K | 0.12% | 143 |
|
|
2022
Q1 | $392K | Buy |
5,703
+353
| +7% | +$24.3K | 0.08% | 208 |
|
|
2021
Q4 | $416K | Buy |
5,350
+301
| +6% | +$23.4K | 0.07% | 239 |
|
|
2021
Q3 | $404K | Buy |
5,049
+209
| +4% | +$16.7K | 0.09% | 187 |
|
|
2021
Q2 | $392K | Buy |
4,840
+24
| +0.5% | +$1.94K | 0.09% | 194 |
|
|
2021
Q1 | $353K | Buy |
4,816
+716
| +17% | +$52.5K | 0.12% | 131 |
|
|
2020
Q4 | $277K | Buy |
4,100
+150
| +4% | +$10.1K | 0.08% | 187 |
|
|
2020
Q3 | $235K | Sell |
3,950
-139
| -3% | -$8.27K | 0.08% | 175 |
|
|
2020
Q2 | $218K | Sell |
4,089
-511
| -11% | -$27.2K | 0.07% | 172 |
|
|
2020
Q1 | $204K | Buy |
+4,600
| New | +$204K | 0.09% | 154 |
|
|
2019
Q4 | – | Sell |
-3,650
| Closed | -$181K | – | 968 |
|
|
2019
Q3 | $181K | Buy |
3,650
+2,250
| +161% | +$112K | 0.06% | 220 |
|
|
2019
Q2 | $68K | Buy |
1,400
+900
| +180% | +$43.7K | 0.02% | 396 |
|
|
2019
Q1 | $23K | Buy |
+500
| New | +$23K | 0.01% | 597 |
|