MAWA
Moss Adams Wealth Advisors’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 | $47.8M | Buy |
440,017
+6,500
| +1% | +$705K | 4.34% | 7 |
|
|
2025
Q1 | $41.8M | Buy |
433,517
+11,515
| +3% | +$1.11M | 4.4% | 7 |
|
|
2024
Q4 | $40.9M | Buy |
422,002
+2,033
| +0.5% | +$197K | 4.32% | 7 |
|
|
2024
Q3 | $38M | Buy |
419,969
+12,244
| +3% | +$1.11M | 4.16% | 9 |
|
|
2024
Q2 | $34.9M | Buy |
407,725
+36,498
| +10% | +$3.13M | 4.82% | 6 |
|
|
2024
Q1 | $30.3M | Buy |
371,227
+368,181
| +12,087% | +$30.1M | 4.87% | 6 |
|
|
2023
Q4 | $221K | Hold |
3,046
| – | – | 0.05% | 108 |
|
|
2023
Q3 | $200K | Hold |
3,046
| – | – | 0.07% | 96 |
|
|
2023
Q2 | $198K | Sell |
3,046
-129
| -4% | -$8.4K | 0.06% | 93 |
|
|
2023
Q1 | $184K | Buy |
3,175
+25
| +0.8% | +$1.45K | 0.06% | 93 |
|
|
2022
Q4 | $151K | Buy |
+3,150
| New | +$151K | 0.08% | 105 |
|