PIA
Perennial Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Buy |
22,430
+5,071
| +29% | +$550K | 0.24% | 87 |
|
|
2025
Q1 | $1.67M | Buy |
17,359
+2,083
| +14% | +$201K | 0.19% | 100 |
|
|
2024
Q4 | $1.48M | Buy |
15,276
+2,826
| +23% | +$274K | 0.17% | 104 |
|
|
2024
Q3 | $1.13M | Buy |
12,450
+3,825
| +44% | +$346K | 0.15% | 118 |
|
|
2024
Q2 | $739K | Buy |
+8,625
| New | +$739K | 0.11% | 156 |
|