PAS
Partnervest Advisory Services’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $2.69M | Buy |
45,317
+13,336
| +42% | +$792K | 0.85% | 17 |
|
2020
Q2 | $1.73M | Sell |
31,981
-7,701
| -19% | -$416K | 0.65% | 24 |
|
2020
Q1 | $1.76M | Buy |
+39,682
| New | +$1.76M | 0.79% | 20 |
|
2019
Q4 | – | Sell |
-5,872
| Closed | -$291K | – | 272 |
|
2019
Q3 | $291K | Sell |
5,872
-1,713
| -23% | -$84.9K | 0.1% | 174 |
|
2019
Q2 | $374K | Buy |
7,585
+1,518
| +25% | +$74.8K | 0.15% | 118 |
|
2019
Q1 | $284K | Buy |
+6,067
| New | +$284K | 0.12% | 159 |
|