Marcum Wealth’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
Q1 | $773K | Sell |
8,019
-575
| -7% | -$55.5K | 0.07% | 140 |
|
|
2024
Q4 | $832K | Sell |
8,594
-167
| -2% | -$16.2K | 0.07% | 132 |
|
|
2024
Q3 | $792K | Sell |
8,761
-3,884
| -31% | -$351K | 0.07% | 136 |
|
|
2024
Q2 | $1.08M | Sell |
12,645
-844
| -6% | -$72.3K | 0.11% | 95 |
|
|
2024
Q1 | $1.1M | Sell |
13,489
-549
| -4% | -$44.8K | 0.11% | 94 |
|
|
2023
Q4 | $1.02M | Buy |
14,038
+1,352
| +11% | +$98.2K | 0.11% | 95 |
|
|
2023
Q3 | $832K | Sell |
12,686
-135
| -1% | -$8.85K | 0.1% | 104 |
|
|
2023
Q2 | $834K | Sell |
12,821
-3,603
| -22% | -$234K | 0.1% | 109 |
|
|
2023
Q1 | $952K | Buy |
16,424
+119
| +0.7% | +$6.9K | 0.12% | 96 |
|
|
2022
Q4 | $782K | Sell |
16,305
-582
| -3% | -$27.9K | 0.1% | 116 |
|
|
2022
Q3 | $809K | Sell |
16,887
-5,782
| -26% | -$277K | 0.12% | 99 |
|
|
2022
Q2 | $1.23M | Buy |
22,669
+7,085
| +45% | +$384K | 0.18% | 69 |
|
|
2022
Q1 | $1.07M | Sell |
15,584
-1,183
| -7% | -$81.4K | 0.15% | 91 |
|
|
2021
Q4 | $1.3M | Buy |
16,767
+2,645
| +19% | +$205K | 0.18% | 81 |
|
|
2021
Q3 | $1.13M | Buy |
14,122
+998
| +8% | +$79.9K | 0.18% | 83 |
|
|
2021
Q2 | $1.06M | Sell |
13,124
-145
| -1% | -$11.7K | 0.17% | 82 |
|
|
2021
Q1 | $973K | Buy |
+13,269
| New | +$973K | 0.16% | 92 |
|