IPG Investment 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-22,870
| Closed | -$1.96M | – | 207 |
|
2024
Q2 | $1.96M | Buy |
+22,870
| New | +$1.96M | 0.43% | 51 |
|
2022
Q2 | – | Sell |
-22,330
| Closed | -$1.54M | – | 195 |
|
2022
Q1 | $1.54M | Buy |
22,330
+8,970
| +67% | +$617K | 0.29% | 51 |
|
2021
Q4 | $1.04M | Buy |
+13,360
| New | +$1.04M | 0.19% | 71 |
|
2021
Q3 | – | Sell |
-11,610
| Closed | -$940K | – | 161 |
|
2021
Q2 | $940K | Buy |
+11,610
| New | +$940K | 0.27% | 56 |
|