Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,229
| Closed | -$98K | – | 1120 |
|
|
2021
Q3 | $98K | Buy |
1,229
+973
| +380% | +$77.6K | 0.04% | 295 |
|
|
2021
Q2 | $21K | Buy |
256
+1
| +0.4% | +$82 | 0.01% | 500 |
|
|
2021
Q1 | $17K | Hold |
255
| – | – | 0.01% | 495 |
|
|
2020
Q4 | $17K | Hold |
255
| – | – | 0.01% | 491 |
|
|
2020
Q3 | $15K | Buy |
+255
| New | +$15K | 0.01% | 454 |
|