IAM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Sell |
24,016
-105
| -0.4% | -$11.4K | 0.63% | 21 |
|
|
2025
Q1 | $2.33M | Sell |
24,121
-264
| -1% | -$25.5K | 0.6% | 25 |
|
|
2024
Q4 | $2.36M | Sell |
24,385
-1,097
| -4% | -$106K | 0.6% | 26 |
|
|
2024
Q3 | $2.3M | Sell |
25,482
-266
| -1% | -$24K | 0.58% | 26 |
|
|
2024
Q2 | $2.21M | Buy |
25,748
+80
| +0.3% | +$6.85K | 0.6% | 29 |
|
|
2024
Q1 | $2.1M | Buy |
25,668
+22,887
| +823% | +$1.87M | 0.57% | 29 |
|
|
2023
Q4 | $202K | Buy |
+2,781
| New | +$202K | 0.06% | 94 |
|
|
2022
Q1 | – | Sell |
-19,528
| Closed | -$1.48M | – | 87 |
|
|
2021
Q4 | $1.48M | Sell |
19,528
-2,888
| -13% | -$219K | 0.59% | 21 |
|
|
2021
Q3 | $1.79M | Buy |
+22,416
| New | +$1.79M | 0.76% | 15 |
|
|
2021
Q2 | – | Sell |
-22,223
| Closed | -$1.73M | – | 106 |
|
|
2021
Q1 | $1.73M | Buy |
+22,223
| New | +$1.73M | 0.75% | 14 |
|