Optimum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Hold |
0
| – | – | – | 726 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 730 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 755 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 779 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 876 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 883 |
|
|
2021
Q1 | – | Sell |
-504
| Closed | -$34K | – | 956 |
|
|
2020
Q4 | $34K | Hold |
504
| – | – | 0.01% | 541 |
|
|
2020
Q3 | $30K | Hold |
504
| – | – | 0.01% | 530 |
|
|
2020
Q2 | $27K | Hold |
504
| – | – | 0.01% | 547 |
|
|
2020
Q1 | $22K | Hold |
504
| – | – | 0.01% | 559 |
|
|
2019
Q4 | $27K | Hold |
504
| – | – | 0.01% | 625 |
|
|
2019
Q3 | $25K | Buy |
+504
| New | +$25K | 0.01% | 642 |
|