LRWA
Long Run Wealth Advisors’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
Q2 | $8.18M | Sell |
75,353
-532
| -0.7% | -$57.7K | 1.72% | 16 |
|
|
2025
Q1 | $7.32M | Buy |
75,885
+5,382
| +8% | +$519K | 1.66% | 16 |
|
|
2024
Q4 | $6.83M | Sell |
70,503
-8,443
| -11% | -$817K | 1.64% | 15 |
|
|
2024
Q3 | $7.14M | Buy |
78,946
+464
| +0.6% | +$41.9K | 1.68% | 15 |
|
|
2024
Q2 | $6.72M | Sell |
78,482
-46,815
| -37% | -$4.01M | 1.7% | 15 |
|
|
2024
Q1 | $10.2M | Buy |
125,297
+4,769
| +4% | +$389K | 2.69% | 10 |
|
|
2023
Q4 | $8.76M | Buy |
120,528
+5,397
| +5% | +$392K | 2.53% | 11 |
|
|
2023
Q3 | $7.55M | Buy |
115,131
+6,216
| +6% | +$408K | 2.45% | 12 |
|
|
2023
Q2 | $7.09M | Buy |
108,915
+17,143
| +19% | +$1.12M | 2.26% | 13 |
|
|
2023
Q1 | $5.32M | Buy |
91,772
+17,260
| +23% | +$1M | 1.81% | 17 |
|
|
2022
Q4 | $3.58M | Buy |
74,512
+5,271
| +8% | +$253K | 1.29% | 25 |
|
|
2022
Q3 | $3.32M | Sell |
69,241
-35,313
| -34% | -$1.69M | 1.31% | 22 |
|
|
2022
Q2 | $5.67M | Buy |
104,554
+5,256
| +5% | +$285K | 2.2% | 13 |
|
|
2022
Q1 | $6.83M | Buy |
99,298
+4,622
| +5% | +$318K | 2.39% | 11 |
|
|
2021
Q4 | $7.35M | Buy |
+94,676
| New | +$7.35M | 2.55% | 10 |
|