Loudon Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
11,116
+2,506
| +29% | +$272K | 0.67% | 43 |
|
|
2025
Q1 | $830K | Buy |
8,610
+780
| +10% | +$75.2K | 0.47% | 56 |
|
|
2024
Q4 | $758K | Hold |
7,830
| – | – | 0.43% | 55 |
|
|
2024
Q3 | $708K | Hold |
7,830
| – | – | 0.39% | 58 |
|
|
2024
Q2 | $671K | Hold |
7,830
| – | – | 0.39% | 56 |
|
|
2024
Q1 | $639K | Hold |
7,830
| – | – | 0.37% | 59 |
|
|
2023
Q4 | $569K | Sell |
7,830
-389
| -5% | -$28.3K | 0.35% | 66 |
|
|
2023
Q3 | $539K | Sell |
8,219
-1,500
| -15% | -$98.4K | 0.37% | 65 |
|
|
2023
Q2 | $633K | Sell |
9,719
-1,189
| -11% | -$77.4K | 0.42% | 59 |
|
|
2023
Q1 | $632K | Hold |
10,908
| – | – | 0.44% | 60 |
|
|
2022
Q4 | $523K | Sell |
10,908
-1,893
| -15% | -$90.8K | 0.38% | 63 |
|
|
2022
Q3 | $613K | Sell |
12,801
-5,941
| -32% | -$284K | 0.49% | 54 |
|
|
2022
Q2 | $1.02M | Sell |
18,742
-7,565
| -29% | -$411K | 0.76% | 42 |
|
|
2022
Q1 | $1.81M | Sell |
26,307
-1,928
| -7% | -$133K | 1.19% | 28 |
|
|
2021
Q4 | $2.19M | Sell |
28,235
-904
| -3% | -$70.2K | 1.4% | 23 |
|
|
2021
Q3 | $2.33M | Buy |
29,139
+468
| +2% | +$37.5K | 1.66% | 21 |
|
|
2021
Q2 | $2.32M | Buy |
28,671
+2,597
| +10% | +$210K | 1.58% | 25 |
|
|
2021
Q1 | $1.91M | Buy |
26,074
+149
| +0.6% | +$10.9K | 1.37% | 29 |
|
|
2020
Q4 | $1.75M | Buy |
25,925
+144
| +0.6% | +$9.72K | 1.37% | 28 |
|
|
2020
Q3 | $1.53M | Buy |
25,781
+11,446
| +80% | +$680K | 1.29% | 30 |
|
|
2020
Q2 | $775K | Buy |
+14,335
| New | +$775K | 0.67% | 40 |
|