Icon Wealth Advisors’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 | $279K | Hold |
2,575
| – | – | 0.02% | 318 |
|
|
2025
Q1 | $248K | Hold |
2,575
| – | – | 0.02% | 311 |
|
|
2024
Q4 | $249K | Sell |
2,575
-280
| -10% | -$27.1K | 0.02% | 336 |
|
|
2024
Q3 | $258K | Buy |
+2,855
| New | +$258K | 0.02% | 315 |
|
|
2024
Q2 | – | Sell |
-2,878
| Closed | -$235K | – | 502 |
|
|
2024
Q1 | $235K | Hold |
2,878
| – | – | 0.02% | 320 |
|
|
2023
Q4 | $209K | Buy |
+2,878
| New | +$209K | 0.02% | 315 |
|
|
2022
Q4 | – | Sell |
-3,266
| Closed | -$156K | – | 412 |
|
|
2022
Q3 | $156K | Buy |
+3,266
| New | +$156K | 0.02% | 328 |
|