Pacific Wealth Strategies 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,601
| Closed | -$523K | – | 74 |
|
|
2022
Q1 | $523K | Sell |
7,601
-662
| -8% | -$45.6K | 0.22% | 56 |
|
|
2021
Q4 | $642K | Hold |
8,263
| – | – | 0.22% | 62 |
|
|
2021
Q3 | $662K | Sell |
8,263
-291
| -3% | -$23.3K | 0.25% | 64 |
|
|
2021
Q2 | $693K | Sell |
8,554
-844
| -9% | -$68.4K | 0.27% | 65 |
|
|
2021
Q1 | $689K | Sell |
9,398
-355
| -4% | -$26K | 0.29% | 64 |
|
|
2020
Q4 | $658K | Sell |
9,753
-1,317
| -12% | -$88.9K | 0.28% | 62 |
|
|
2020
Q3 | $658K | Sell |
11,070
-51,895
| -82% | -$3.08M | 0.35% | 54 |
|
|
2020
Q2 | $3.4M | Sell |
62,965
-2,224
| -3% | -$120K | 1.89% | 17 |
|
|
2020
Q1 | $2.88M | Buy |
65,189
+60,934
| +1,432% | +$2.7M | 1.97% | 16 |
|
|
2019
Q4 | $228K | Buy |
+4,255
| New | +$228K | 0.13% | 80 |
|