Oak Family 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 | $1.36M | Sell |
12,547
-1,993
| -14% | -$216K | 0.43% | 48 |
|
|
2025
Q1 | $1.4M | Sell |
14,540
-13,969
| -49% | -$1.35M | 0.47% | 47 |
|
|
2024
Q4 | $2.76M | Buy |
28,509
+12,088
| +74% | +$1.17M | 1% | 32 |
|
|
2024
Q3 | $1.48M | Buy |
16,421
+1,012
| +7% | +$91.5K | 0.46% | 50 |
|
|
2024
Q2 | $1.32M | Buy |
15,409
+206
| +1% | +$17.6K | 0.45% | 50 |
|
|
2024
Q1 | $1.24M | Sell |
15,203
-27,271
| -64% | -$2.23M | 0.48% | 50 |
|
|
2023
Q4 | $3.09M | Sell |
42,474
-6,071
| -13% | -$441K | 1.3% | 28 |
|
|
2023
Q3 | $3.18M | Buy |
+48,545
| New | +$3.18M | 1.5% | 27 |
|