Institute for 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 | $1.08M | Buy |
9,942
+1,165
| +13% | +$126K | 0.12% | 180 |
|
|
2025
Q1 | $847K | Buy |
8,777
+1,949
| +29% | +$188K | 0.11% | 209 |
|
|
2024
Q4 | $661K | Buy |
6,828
+1,198
| +21% | +$116K | 0.08% | 241 |
|
|
2024
Q3 | $509K | Buy |
5,630
+538
| +11% | +$48.6K | 0.06% | 294 |
|
|
2024
Q2 | $436K | Buy |
5,092
+539
| +12% | +$46.2K | 0.06% | 310 |
|
|
2024
Q1 | $372K | Buy |
4,553
+763
| +20% | +$62.3K | 0.05% | 338 |
|
|
2023
Q4 | $275K | Buy |
+3,790
| New | +$275K | 0.04% | 386 |
|
|
2021
Q4 | – | Sell |
-3,433
| Closed | -$275K | – | 504 |
|
|
2021
Q3 | $275K | Sell |
3,433
-470
| -12% | -$37.6K | 0.05% | 394 |
|
|
2021
Q2 | $316K | Sell |
3,903
-18
| -0.5% | -$1.46K | 0.06% | 359 |
|
|
2021
Q1 | $288K | Sell |
3,921
-725
| -16% | -$53.3K | 0.05% | 366 |
|
|
2020
Q4 | $314K | Buy |
4,646
+84
| +2% | +$5.68K | 0.06% | 334 |
|
|
2020
Q3 | $271K | Sell |
4,562
-319
| -7% | -$19K | 0.06% | 335 |
|
|
2020
Q2 | $264K | Sell |
4,881
-525
| -10% | -$28.4K | 0.06% | 344 |
|
|
2020
Q1 | $239K | Sell |
5,406
-683
| -11% | -$30.2K | 0.07% | 323 |
|
|
2019
Q4 | $327K | Sell |
6,089
-828
| -12% | -$44.5K | 0.07% | 327 |
|
|
2019
Q3 | $343K | Buy |
6,917
+61
| +0.9% | +$3.03K | 0.09% | 303 |
|
|
2019
Q2 | $337K | Buy |
+6,856
| New | +$337K | 0.07% | 329 |
|