JFS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.4K | Hold |
381
| – | – | ﹤0.01% | 499 |
|
|
2025
Q1 | $36.7K | Sell |
381
-127
| -25% | -$12.2K | ﹤0.01% | 532 |
|
|
2024
Q4 | $49.2K | Hold |
508
| – | – | ﹤0.01% | 463 |
|
|
2024
Q3 | $45.9K | Sell |
508
-664
| -57% | -$60K | ﹤0.01% | 486 |
|
|
2024
Q2 | $100K | Buy |
1,172
+127
| +12% | +$10.9K | 0.01% | 307 |
|
|
2024
Q1 | $85.3K | Buy |
1,045
+911
| +680% | +$74.4K | 0.01% | 344 |
|
|
2023
Q4 | $9.74K | Sell |
134
-39
| -23% | -$2.83K | ﹤0.01% | 781 |
|
|
2023
Q3 | $11.3K | Hold |
173
| – | – | ﹤0.01% | 690 |
|
|
2023
Q2 | $11.3K | Sell |
173
-48
| -22% | -$3.12K | ﹤0.01% | 694 |
|
|
2023
Q1 | $12.8K | Sell |
221
-415
| -65% | -$24.1K | ﹤0.01% | 635 |
|
|
2022
Q4 | $30.5K | Sell |
636
-988
| -61% | -$47.4K | ﹤0.01% | 440 |
|
|
2022
Q3 | $78K | Hold |
1,624
| – | – | 0.01% | 310 |
|
|
2022
Q2 | $88K | Hold |
1,624
| – | – | 0.01% | 297 |
|
|
2022
Q1 | $112K | Hold |
1,624
| – | – | 0.01% | 283 |
|
|
2021
Q4 | $126K | Hold |
1,624
| – | – | 0.01% | 272 |
|
|
2021
Q3 | $130K | Buy |
+1,624
| New | +$130K | 0.01% | 269 |
|
|
2020
Q4 | – | Sell |
-520
| Closed | -$31K | – | 635 |
|
|
2020
Q3 | $31K | Buy |
+520
| New | +$31K | 0.01% | 281 |
|
|
2018
Q4 | – | Sell |
-186
| Closed | -$9K | – | 543 |
|
|
2018
Q3 | $9K | Buy |
+186
| New | +$9K | ﹤0.01% | 421 |
|