Kingsview Wealth Management’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
$44.6M Buy
411,261
+31,335
+8% +$3.4M 0.76% 29
2025
Q1
$36.6M Sell
379,926
-16,716
-4% -$1.61M 0.69% 31
2024
Q4
$38.4M Buy
396,642
+363,119
+1,083% +$35.2M 0.75% 28
2024
Q3
$3.03M Sell
33,523
-285,620
-89% -$25.8M 0.06% 280
2024
Q2
$27.3M Sell
319,143
-23,682
-7% -$2.03M 0.65% 30
2024
Q1
$28M Sell
342,825
-66,489
-16% -$5.43M 0.7% 28
2023
Q4
$29.7M Buy
409,314
+16,142
+4% +$1.17M 0.89% 16
2023
Q3
$25.8M Buy
393,172
+387,915
+7,379% +$25.4M 0.93% 13
2023
Q2
$342K Buy
5,257
+1,221
+30% +$79.5K 0.01% 704
2023
Q1
$234K Sell
4,036
-2,770
-41% -$161K 0.01% 790
2022
Q4
$327K Sell
6,806
-371,873
-98% -$17.8M 0.01% 636
2022
Q3
$18.1M Buy
378,679
+371,598
+5,248% +$17.8M 0.86% 14
2022
Q2
$384K Sell
7,081
-193,066
-96% -$10.5M 0.02% 592
2022
Q1
$13.8M Buy
200,147
+160,275
+402% +$11M 0.61% 27
2021
Q4
$3.1M Buy
39,872
+8,805
+28% +$684K 0.13% 171
2021
Q3
$2.49M Sell
31,067
-1,400
-4% -$112K 0.12% 190
2021
Q2
$2.65M Sell
32,467
-439
-1% -$35.8K 0.13% 174
2021
Q1
$2.45M Buy
32,906
+1,781
+6% +$133K 0.14% 159
2020
Q4
$2.1M Sell
31,125
-10,186
-25% -$687K 0.15% 151
2020
Q3
$2.45M Sell
41,311
-109,613
-73% -$6.51M 0.22% 113
2020
Q2
$8.16M Sell
150,924
-49,514
-25% -$2.68M 0.82% 18
2020
Q1
$8.87M Buy
200,438
+195,044
+3,616% +$8.63M 1.2% 11
2019
Q4
$289K Sell
5,394
-658
-11% -$35.3K 0.04% 371
2019
Q3
$300K Buy
6,052
+376
+7% +$18.6K 0.05% 334
2019
Q2
$279K Buy
+5,676
New +$279K 0.05% 339