LWA
Lowe 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-75
| Closed | -$5.45K | – | 320 |
|
2023
Q4 | $5.45K | Hold |
75
| – | – | ﹤0.01% | 247 |
|
2023
Q3 | $4.92K | Hold |
75
| – | – | ﹤0.01% | 238 |
|
2023
Q2 | $4.88K | Hold |
75
| – | – | ﹤0.01% | 270 |
|
2023
Q1 | $4.35K | Hold |
75
| – | – | ﹤0.01% | 262 |
|
2022
Q4 | $3.6K | Hold |
75
| – | – | ﹤0.01% | 273 |
|
2022
Q3 | $4K | Hold |
75
| – | – | ﹤0.01% | 264 |
|
2022
Q2 | $4K | Hold |
75
| – | – | ﹤0.01% | 252 |
|
2022
Q1 | $5K | Hold |
75
| – | – | ﹤0.01% | 248 |
|
2021
Q4 | $6K | Hold |
75
| – | – | ﹤0.01% | 225 |
|
2021
Q3 | $6K | Buy |
+75
| New | +$6K | ﹤0.01% | 215 |
|