IPW
IronBridge Private Wealth’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
Q1 | $3.44M | Buy |
+35,675
| New | +$3.44M | 1.36% | 24 |
|
|
2024
Q3 | – | Sell |
-49,827
| Closed | -$4.27M | – | 53 |
|
|
2024
Q2 | $4.27M | Buy |
49,827
+1,643
| +3% | +$141K | 1.6% | 22 |
|
|
2024
Q1 | $3.93M | Buy |
48,184
+1,437
| +3% | +$117K | 1.63% | 22 |
|
|
2023
Q4 | $3.4M | Buy |
+46,747
| New | +$3.4M | 1.66% | 26 |
|
|
2021
Q2 | – | Sell |
-102,340
| Closed | -$7.5M | – | 307 |
|
|
2021
Q1 | $7.5M | Buy |
+102,340
| New | +$7.5M | 4.77% | 6 |
|