KWB Wealth’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 | $382K | Sell |
3,960
-2,611
| -40% | -$252K | 0.05% | 105 |
|
|
2025
Q1 | $636K | Sell |
6,571
-1,607
| -20% | -$156K | 0.08% | 85 |
|
|
2024
Q4 | $739K | Sell |
8,178
-2,843
| -26% | -$257K | 0.09% | 72 |
|
|
2024
Q3 | $944K | Buy |
11,021
+254
| +2% | +$21.8K | 0.12% | 63 |
|
|
2024
Q2 | $879K | Hold |
10,767
| – | – | 0.12% | 65 |
|
|
2024
Q1 | $879K | Buy |
10,767
+590
| +6% | +$48.2K | 0.12% | 65 |
|
|
2023
Q4 | $739K | Buy |
10,177
+907
| +10% | +$65.9K | 0.11% | 67 |
|
|
2023
Q3 | $603K | Sell |
9,270
-589
| -6% | -$38.3K | 0.1% | 65 |
|
|
2023
Q2 | $642K | Buy |
+9,859
| New | +$642K | 0.1% | 64 |
|