Lake Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $14K | Hold |
253
| – | – | 0.01% | 136 |
|
|
2022
Q1 | $17K | Hold |
253
| – | – | 0.01% | 122 |
|
|
2021
Q4 | $20K | Hold |
253
| – | – | 0.01% | 122 |
|
|
2021
Q3 | $20K | Hold |
253
| – | – | 0.01% | 107 |
|
|
2021
Q2 | $20K | Buy |
+253
| New | +$20K | 0.01% | 121 |
|
|
2020
Q1 | $6K | Hold |
127
| – | – | 0.01% | 152 |
|
|
2019
Q4 | $7K | Buy |
+127
| New | +$7K | ﹤0.01% | 321 |
|
|
2019
Q2 | $6K | Hold |
127
| – | – | ﹤0.01% | 409 |
|
|
2019
Q1 | $6K | Buy |
+127
| New | +$6K | ﹤0.01% | 409 |
|