Mark Sheptoff Financial Planning’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 | $23.2K | Hold |
214
| – | – | 0.01% | 257 |
|
|
2025
Q1 | $20.6K | Hold |
214
| – | – | 0.01% | 247 |
|
|
2024
Q4 | $20.7K | Hold |
214
| – | – | 0.01% | 256 |
|
|
2024
Q3 | $19.3K | Hold |
214
| – | – | 0.01% | 249 |
|
|
2024
Q2 | $18.3K | Buy |
+214
| New | +$18.3K | 0.01% | 261 |
|
|
2023
Q1 | – | Sell |
-355
| Closed | -$17K | – | 396 |
|
|
2022
Q4 | $17K | Buy |
+355
| New | +$17K | 0.01% | 232 |
|
|
2019
Q4 | – | Sell |
-27
| Closed | -$1K | – | 382 |
|
|
2019
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 351 |
|
|
2019
Q2 | $1K | Hold |
27
| – | – | ﹤0.01% | 344 |
|
|
2019
Q1 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 346 |
|