Laurel Wealth Advisors (North Carolina)’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 | $22.1M | Buy |
2,402,387
+2,384,878
| +13,621% | +$22M | 0.32% | 70 |
|
|
2025
Q1 | $1.69M | Sell |
17,509
-20
| -0.1% | -$1.93K | 0.26% | 83 |
|
|
2024
Q4 | $1.7M | Buy |
17,529
+516
| +3% | +$50K | 0.27% | 83 |
|
|
2024
Q3 | $1.54M | Buy |
17,013
+255
| +2% | +$23.1K | 0.25% | 86 |
|
|
2024
Q2 | $1.44M | Sell |
16,758
-959
| -5% | -$82.1K | 0.25% | 84 |
|
|
2024
Q1 | $1.45M | Buy |
17,717
+1,347
| +8% | +$110K | 0.25% | 83 |
|
|
2023
Q4 | $1.19M | Buy |
16,370
+530
| +3% | +$38.5K | 0.23% | 90 |
|
|
2023
Q3 | $1.04M | Buy |
15,840
+701
| +5% | +$46K | 0.22% | 88 |
|
|
2023
Q2 | $985K | Buy |
15,139
+2,321
| +18% | +$151K | 0.2% | 96 |
|
|
2023
Q1 | $743K | Buy |
12,818
+4,210
| +49% | +$244K | 0.16% | 105 |
|
|
2022
Q4 | $413K | Buy |
8,608
+3,795
| +79% | +$182K | 0.09% | 121 |
|
|
2022
Q3 | $231K | Buy |
4,813
+621
| +15% | +$29.8K | 0.06% | 143 |
|
|
2022
Q2 | $227K | Buy |
4,192
+250
| +6% | +$13.5K | 0.05% | 147 |
|
|
2022
Q1 | $271K | Buy |
3,942
+506
| +15% | +$34.8K | 0.06% | 149 |
|
|
2021
Q4 | $267K | Buy |
3,436
+570
| +20% | +$44.3K | 0.05% | 147 |
|
|
2021
Q3 | $230K | Buy |
2,866
+1,190
| +71% | +$95.5K | 0.05% | 155 |
|
|
2021
Q2 | $136K | Buy |
1,676
+710
| +73% | +$57.6K | 0.03% | 192 |
|
|
2021
Q1 | $71K | Buy |
966
+125
| +15% | +$9.19K | 0.02% | 234 |
|
|
2020
Q4 | $57K | Buy |
841
+541
| +180% | +$36.7K | 0.01% | 250 |
|
|
2020
Q3 | $18K | Buy |
300
+20
| +7% | +$1.2K | 0.01% | 326 |
|
|
2020
Q2 | $15K | Buy |
280
+80
| +40% | +$4.29K | ﹤0.01% | 337 |
|
|
2020
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 377 |
|
|
2019
Q4 | $11K | Sell |
200
-108
| -35% | -$5.94K | ﹤0.01% | 394 |
|
|
2019
Q3 | $15K | Hold |
308
| – | – | 0.01% | 343 |
|
|
2019
Q2 | $15K | Buy |
308
+108
| +54% | +$5.26K | 0.01% | 341 |
|
|
2019
Q1 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 384 |
|