JFS Wealth Advisors’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
Q2 | $41.4K | Hold |
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|
2025
Q1 | $36.7K | Sell |
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|
2024
Q4 | $49.2K | Hold |
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|
2024
Q3 | $45.9K | Sell |
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|
2024
Q2 | $100K | Buy |
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|
2024
Q1 | $85.3K | Buy |
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|
2023
Q4 | $9.74K | Sell |
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|
2023
Q3 | $11.3K | Hold |
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|
2023
Q2 | $11.3K | Sell |
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|
2023
Q1 | $12.8K | Sell |
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|
2022
Q4 | $30.5K | Sell |
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|
2022
Q3 | $78K | Hold |
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|
2022
Q2 | $88K | Hold |
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|
2022
Q1 | $112K | Hold |
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|
2021
Q4 | $126K | Hold |
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|
2021
Q3 | $130K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $31K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $9K | Buy |
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