Mount Yale Investment Advisors’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 | $3.53M | Sell |
32,534
-1,590
| -5% | -$173K | 0.28% | 72 |
|
|
2025
Q1 | $3.29M | Sell |
34,124
-672
| -2% | -$64.8K | 0.28% | 75 |
|
|
2024
Q4 | $3.37M | Buy |
34,796
+3,562
| +11% | +$345K | 0.27% | 74 |
|
|
2024
Q3 | $2.82M | Sell |
31,234
-8,379
| -21% | -$757K | 0.27% | 85 |
|
|
2024
Q2 | $3.39M | Sell |
39,613
-2,460
| -6% | -$211K | 0.27% | 75 |
|
|
2024
Q1 | $3.44M | Buy |
42,073
+1,254
| +3% | +$102K | 0.26% | 80 |
|
|
2023
Q4 | $2.97M | Buy |
40,819
+661
| +2% | +$48K | 0.28% | 85 |
|
|
2023
Q3 | $2.63M | Buy |
40,158
+498
| +1% | +$32.7K | 0.29% | 78 |
|
|
2023
Q2 | $2.58M | Sell |
39,660
-604
| -2% | -$39.3K | 0.27% | 86 |
|
|
2023
Q1 | $2.33M | Buy |
40,264
+5,467
| +16% | +$317K | 0.26% | 89 |
|
|
2022
Q4 | $1.67M | Sell |
34,797
-5,998
| -15% | -$288K | 0.19% | 122 |
|
|
2022
Q3 | $1.95M | Buy |
40,795
+4,096
| +11% | +$196K | 0.26% | 92 |
|
|
2022
Q2 | $1.99M | Buy |
36,699
+716
| +2% | +$38.9K | 0.25% | 92 |
|
|
2022
Q1 | $2.48M | Buy |
35,983
+3,950
| +12% | +$272K | 0.27% | 82 |
|
|
2021
Q4 | $2.49M | Buy |
32,033
+1,743
| +6% | +$135K | 0.26% | 91 |
|
|
2021
Q3 | $2.43M | Buy |
30,290
+2,184
| +8% | +$175K | 0.28% | 88 |
|
|
2021
Q2 | $2.28M | Buy |
28,106
+3,147
| +13% | +$255K | 0.28% | 86 |
|
|
2021
Q1 | $1.83M | Buy |
24,959
+738
| +3% | +$54.1K | 0.24% | 91 |
|
|
2020
Q4 | $1.63M | Sell |
24,221
-5,668
| -19% | -$382K | 0.23% | 100 |
|
|
2020
Q3 | $1.78M | Sell |
29,889
-389
| -1% | -$23.1K | 0.25% | 90 |
|
|
2020
Q2 | $1.64M | Sell |
30,278
-1,540
| -5% | -$83.2K | 0.29% | 82 |
|
|
2020
Q1 | $1.41M | Buy |
31,818
+2,640
| +9% | +$117K | 0.32% | 78 |
|
|
2019
Q4 | $1.57M | Sell |
29,178
-17
| -0.1% | -$916 | 0.27% | 92 |
|
|
2019
Q3 | $1.5M | Buy |
29,195
+244
| +0.8% | +$12.5K | 0.27% | 91 |
|
|
2019
Q2 | $1.42M | Sell |
28,951
-4,280
| -13% | -$211K | 0.26% | 88 |
|
|
2019
Q1 | $1.55M | Buy |
33,231
+331
| +1% | +$15.5K | 0.29% | 85 |
|
|
2018
Q4 | $1.49M | Buy |
32,900
+6,266
| +24% | +$284K | 0.3% | 84 |
|
|
2018
Q3 | $1.25M | Buy |
+26,634
| New | +$1.25M | 0.22% | 100 |
|