OBWG
Onyx Bridge Wealth 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 | $12.5M | Buy |
115,093
+20,129
| +21% | +$2.18M | 1.65% | 13 |
|
|
2025
Q1 | $9.16M | Sell |
94,964
-46,292
| -33% | -$4.46M | 1.31% | 20 |
|
|
2024
Q4 | $13.7M | Buy |
141,256
+136,663
| +2,975% | +$13.2M | 1.97% | 9 |
|
|
2024
Q3 | $415K | Sell |
4,593
-131,079
| -97% | -$11.9M | 0.06% | 179 |
|
|
2024
Q2 | $11.6M | Buy |
135,672
+9,416
| +7% | +$807K | 1.91% | 12 |
|
|
2024
Q1 | $10.1M | Buy |
126,256
+122,368
| +3,147% | +$9.8M | 1.81% | 12 |
|
|
2023
Q4 | $283K | Sell |
3,888
-1,367
| -26% | -$99.3K | 0.06% | 197 |
|
|
2023
Q3 | $345K | Sell |
5,255
-448
| -8% | -$29.4K | 0.08% | 163 |
|
|
2023
Q2 | $371K | Buy |
5,703
+1,185
| +26% | +$77.1K | 0.09% | 153 |
|
|
2023
Q1 | $262K | Sell |
4,518
-501
| -10% | -$29K | 0.1% | 140 |
|
|
2022
Q4 | $253K | Sell |
5,019
-192
| -4% | -$9.68K | 0.1% | 137 |
|
|
2022
Q3 | $248K | Sell |
5,211
-684
| -12% | -$32.6K | 0.11% | 126 |
|
|
2022
Q2 | $330K | Buy |
5,895
+302
| +5% | +$16.9K | 0.15% | 94 |
|
|
2022
Q1 | $329K | Sell |
5,593
-394
| -7% | -$23.2K | 0.12% | 96 |
|
|
2021
Q4 | $467K | Buy |
5,987
+3,221
| +116% | +$251K | 0.16% | 81 |
|
|
2021
Q3 | $224K | Buy |
+2,766
| New | +$224K | 0.08% | 134 |
|