MW
Marks Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-278,547
| Closed | -$27M | – | 23 |
|
2024
Q4 | $27M | Buy |
278,547
+118,857
| +74% | +$11.5M | 12.98% | 6 |
|
2024
Q3 | $14.4M | Sell |
159,690
-330,270
| -67% | -$29.9M | 6.2% | 8 |
|
2024
Q2 | $42M | Buy |
489,960
+153,955
| +46% | +$13.2M | 18.52% | 2 |
|
2024
Q1 | $27.4M | Buy |
+336,005
| New | +$27.4M | 10.37% | 3 |
|
2021
Q1 | – | Sell |
-280,869
| Closed | -$19M | – | 53 |
|
2020
Q4 | $19M | Buy |
+280,869
| New | +$19M | 6.57% | 7 |
|