Institute for Wealth Management’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.14M | Sell |
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|
2025
Q2 | $1.08M | Buy |
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|
2025
Q1 | $847K | Buy |
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|
2024
Q4 | $661K | Buy |
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|
2024
Q3 | $509K | Buy |
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|
2024
Q2 | $436K | Buy |
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|
2024
Q1 | $372K | Buy |
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|
2023
Q4 | $275K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $275K | Sell |
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|
2021
Q2 | $316K | Sell |
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|
2021
Q1 | $288K | Sell |
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|
2020
Q4 | $314K | Buy |
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|
2020
Q3 | $271K | Sell |
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|
2020
Q2 | $264K | Sell |
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|
2020
Q1 | $239K | Sell |
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|
2019
Q4 | $327K | Sell |
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|
2019
Q3 | $343K | Buy |
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|
2019
Q2 | $337K | Buy |
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