Marion 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.23M | Buy |
29,768
+268
| +0.9% | +$29.1K | 0.81% | 32 |
|
|
2025
Q1 | $2.85M | Sell |
29,500
-4,025
| -12% | -$388K | 0.76% | 33 |
|
|
2024
Q4 | $3.25M | Sell |
33,525
-65
| -0.2% | -$6.29K | 0.86% | 31 |
|
|
2024
Q3 | $3.04M | Buy |
33,590
+1,129
| +3% | +$102K | 0.81% | 30 |
|
|
2024
Q2 | $2.78M | Buy |
32,461
+339
| +1% | +$29K | 0.82% | 32 |
|
|
2024
Q1 | $2.62M | Sell |
32,122
-188
| -0.6% | -$15.4K | 0.78% | 34 |
|
|
2023
Q4 | $2.35M | Sell |
32,310
-1,620
| -5% | -$118K | 0.75% | 37 |
|
|
2023
Q3 | $2.22M | Buy |
33,930
+22
| +0.1% | +$1.44K | 0.78% | 30 |
|
|
2023
Q2 | $2.21M | Buy |
33,908
+256
| +0.8% | +$16.7K | 0.78% | 29 |
|
|
2023
Q1 | $1.95M | Buy |
33,652
+2,030
| +6% | +$118K | 0.73% | 35 |
|
|
2022
Q4 | $1.52M | Buy |
31,622
+6,819
| +27% | +$327K | 0.64% | 37 |
|
|
2022
Q3 | $1.19M | Buy |
24,803
+2,152
| +10% | +$103K | 0.61% | 36 |
|
|
2022
Q2 | $1.23M | Buy |
22,651
+6,061
| +37% | +$329K | 0.64% | 39 |
|
|
2022
Q1 | $1.14M | Buy |
16,590
+430
| +3% | +$29.6K | 0.56% | 44 |
|
|
2021
Q4 | $1.26M | Buy |
+16,160
| New | +$1.26M | 0.59% | 40 |
|