IWS
Insight Wealth Strategies’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 | $11.5M | Buy |
+106,578
| New | +$11.5M | 1.45% | 21 |
|
|
2024
Q3 | – | Sell |
-79,626
| Closed | -$6.82M | – | 172 |
|
|
2024
Q2 | $6.82M | Sell |
79,626
-1,955
| -2% | -$167K | 0.97% | 25 |
|
|
2024
Q1 | $6.66M | Sell |
81,581
-79,736
| -49% | -$6.51M | 0.98% | 25 |
|
|
2023
Q4 | $11.7M | Buy |
+161,317
| New | +$11.7M | 1.89% | 17 |
|