Kovitz Investment Group Partners’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 | $6.02M | Buy |
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|
2025
Q1 | $1.59M | Sell |
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|
2024
Q4 | $4.58M | Sell |
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|
2024
Q3 | $4.41M | Sell |
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|
2024
Q2 | $4.21M | Buy |
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|
2024
Q1 | $211K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $990K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $901K | Buy |
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|
2021
Q3 | $320K | Hold |
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|
2021
Q2 | $324K | Hold |
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|
2021
Q1 | $293K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $591K | Hold |
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|
2019
Q4 | $716K | Hold |
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|
2019
Q3 | $661K | Buy |
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