Oxford Financial Group’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
Q3 | – | Sell |
-482
| Closed | -$31.4K | – | 301 |
|
|
2023
Q2 | $31.4K | Buy |
482
+420
| +677% | +$27.3K | ﹤0.01% | 265 |
|
|
2023
Q1 | $3.59K | Buy |
+62
| New | +$3.59K | ﹤0.01% | 251 |
|
|
2022
Q3 | – | Sell |
-3,920
| Closed | -$213K | – | 272 |
|
|
2022
Q2 | $213K | Sell |
3,920
-215
| -5% | -$11.7K | 0.03% | 179 |
|
|
2022
Q1 | $284K | Sell |
4,135
-2,509
| -38% | -$172K | 0.04% | 164 |
|
|
2021
Q4 | $516K | Buy |
6,644
+4,135
| +165% | +$321K | 0.06% | 121 |
|
|
2021
Q3 | $201K | Buy |
+2,509
| New | +$201K | 0.03% | 178 |
|