Peak Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $605K | Buy |
5,570
+5
| +0.1% | +$543 | 0.31% | 43 |
|
|
2025
Q1 | $537K | Buy |
5,565
+77
| +1% | +$7.43K | 0.27% | 54 |
|
|
2024
Q4 | $531K | Hold |
5,488
| – | – | 0.28% | 53 |
|
|
2024
Q3 | $496K | Hold |
5,488
| – | – | 0.26% | 58 |
|
|
2024
Q2 | $470K | Hold |
5,488
| – | – | 0.27% | 51 |
|
|
2024
Q1 | $448K | Sell |
5,488
-10,409
| -65% | -$850K | 0.27% | 51 |
|
|
2023
Q4 | $1.16M | Buy |
15,897
+7,049
| +80% | +$512K | 0.77% | 38 |
|
|
2023
Q3 | $580K | Sell |
8,848
-22,067
| -71% | -$1.45M | 0.63% | 20 |
|
|
2023
Q2 | $2.01M | Buy |
+30,915
| New | +$2.01M | 1.58% | 25 |
|