Larson Financial Group’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 | $656K | Buy |
6,046
+725
| +14% | +$78.7K | 0.03% | 367 |
|
|
2025
Q1 | $513K | Buy |
5,321
+354
| +7% | +$34.1K | 0.02% | 397 |
|
|
2024
Q4 | $481K | Buy |
4,967
+160
| +3% | +$15.5K | 0.02% | 363 |
|
|
2024
Q3 | $435K | Buy |
4,807
+191
| +4% | +$17.3K | 0.02% | 366 |
|
|
2024
Q2 | $395K | Buy |
4,616
+1,245
| +37% | +$107K | 0.03% | 317 |
|
|
2024
Q1 | $275K | Buy |
3,371
+35
| +1% | +$2.86K | 0.02% | 324 |
|
|
2023
Q4 | $242K | Sell |
3,336
-812
| -20% | -$59K | 0.02% | 308 |
|
|
2023
Q3 | $272K | Buy |
4,148
+300
| +8% | +$19.7K | 0.03% | 267 |
|
|
2023
Q2 | $250K | Buy |
3,848
+212
| +6% | +$13.8K | 0.03% | 283 |
|
|
2023
Q1 | $211K | Sell |
3,636
-56
| -2% | -$3.25K | 0.02% | 305 |
|
|
2022
Q4 | $177K | Buy |
3,692
+15
| +0.4% | +$720 | 0.02% | 320 |
|
|
2022
Q3 | $176K | Buy |
3,677
+2,372
| +182% | +$114K | 0.03% | 285 |
|
|
2022
Q2 | $71K | Buy |
1,305
+38
| +3% | +$2.07K | 0.01% | 301 |
|
|
2022
Q1 | $87K | Hold |
1,267
| – | – | 0.01% | 291 |
|
|
2021
Q4 | $98K | Hold |
1,267
| – | – | 0.02% | 275 |
|
|
2021
Q3 | $101K | Buy |
1,267
+29
| +2% | +$2.31K | 0.02% | 208 |
|
|
2021
Q2 | $100K | Hold |
1,238
| – | – | 0.02% | 190 |
|
|
2021
Q1 | $91K | Buy |
+1,238
| New | +$91K | 0.03% | 179 |
|