MWPCG
Measured Wealth Private Client Group’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
Q2 | $7.76M | Buy |
71,542
+2,062
| +3% | +$224K | 2.32% | 10 |
|
|
2025
Q1 | $6.7M | Buy |
+69,480
| New | +$6.7M | 2.15% | 10 |
|
|
2024
Q2 | – | Sell |
-2,572
| Closed | -$210K | – | 212 |
|
|
2024
Q1 | $210K | Sell |
2,572
-15,671
| -86% | -$1.28M | 0.07% | 175 |
|
|
2023
Q4 | $1.33M | Sell |
18,243
-491
| -3% | -$35.7K | 0.49% | 25 |
|
|
2023
Q3 | $1.23M | Buy |
18,734
+2,050
| +12% | +$134K | 0.49% | 26 |
|
|
2023
Q2 | $1.09M | Buy |
+16,684
| New | +$1.09M | 0.41% | 34 |
|