Moulton 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 | $792K | Sell |
7,332
-14,525
| -66% | -$1.57M | 0.6% | 31 |
|
|
2025
Q1 | $2.11M | Buy |
21,857
+153
| +0.7% | +$14.8K | 1.61% | 17 |
|
|
2024
Q4 | $2.1M | Buy |
21,704
+11,138
| +105% | +$1.08M | 1.61% | 16 |
|
|
2024
Q3 | $960K | Buy |
+10,566
| New | +$960K | 0.8% | 26 |
|
|
2021
Q4 | – | Sell |
-29,408
| Closed | -$2.4M | – | 33 |
|
|
2021
Q3 | $2.4M | Buy |
+29,408
| New | +$2.4M | 1.79% | 18 |
|
|
2021
Q2 | – | Sell |
-71,588
| Closed | -$5.47M | – | 41 |
|
|
2021
Q1 | $5.47M | Buy |
+71,588
| New | +$5.47M | 4.13% | 14 |
|