LWM
Laidlaw Wealth Management’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,561
| Closed | -$1.22M | – | 171 |
|
|
2024
Q4 | $1.22M | Sell |
12,561
-132
| -1% | -$12.8K | 0.53% | 54 |
|
|
2024
Q3 | $1.15M | Buy |
12,693
+254
| +2% | +$23K | 0.57% | 57 |
|
|
2024
Q2 | $1.07M | Buy |
12,439
+706
| +6% | +$60.5K | 0.59% | 53 |
|
|
2024
Q1 | $958K | Sell |
11,733
-2,231
| -16% | -$182K | 0.53% | 58 |
|
|
2023
Q4 | $1.01M | Buy |
13,964
+849
| +6% | +$61.7K | 0.37% | 80 |
|
|
2023
Q3 | $860K | Sell |
13,115
-2,089
| -14% | -$137K | 0.28% | 90 |
|
|
2023
Q2 | $989K | Buy |
15,204
+7,392
| +95% | +$481K | 0.19% | 123 |
|
|
2023
Q1 | $453K | Sell |
7,812
-720
| -8% | -$41.7K | 0.09% | 212 |
|
|
2022
Q4 | $409K | Buy |
8,532
+3,222
| +61% | +$155K | 0.09% | 218 |
|
|
2022
Q3 | $254K | Sell |
5,310
-21,778
| -80% | -$1.04M | 0.06% | 265 |
|
|
2022
Q2 | $1.47M | Sell |
27,088
-747
| -3% | -$40.5K | 0.3% | 94 |
|
|
2022
Q1 | $1.91M | Buy |
27,835
+2,648
| +11% | +$182K | 0.32% | 83 |
|
|
2021
Q4 | $1.96M | Buy |
25,187
+1,703
| +7% | +$132K | 0.31% | 85 |
|
|
2021
Q3 | $1.88M | Sell |
23,484
-1,156
| -5% | -$92.6K | 0.48% | 60 |
|
|
2021
Q2 | $2M | Buy |
24,640
+6,619
| +37% | +$536K | 0.51% | 53 |
|
|
2021
Q1 | $1.32M | Buy |
18,021
+817
| +5% | +$59.9K | 0.45% | 61 |
|
|
2020
Q4 | $1.16M | Buy |
17,204
+7,805
| +83% | +$527K | 0.24% | 113 |
|
|
2020
Q3 | $558K | Buy |
9,399
+2,708
| +40% | +$161K | 0.25% | 105 |
|
|
2020
Q2 | $362K | Buy |
+6,691
| New | +$362K | 0.19% | 115 |
|
|
2020
Q1 | – | Sell |
-15,331
| Closed | -$822K | – | 183 |
|
|
2019
Q4 | $822K | Buy |
+15,331
| New | +$822K | 0.52% | 67 |
|