Peterson Wealth Management’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
Q1 | $911K | Buy |
9,447
+1,167
| +14% | +$113K | 0.61% | 35 |
|
|
2024
Q4 | $802K | Buy |
8,280
+666
| +9% | +$64.5K | 0.48% | 37 |
|
|
2024
Q3 | $688K | Buy |
7,614
+2,686
| +55% | +$243K | 0.44% | 37 |
|
|
2024
Q2 | $422K | Buy |
+4,928
| New | +$422K | 0.26% | 46 |
|
|
2023
Q2 | – | Sell |
-15,964
| Closed | -$925K | – | 73 |
|
|
2023
Q1 | $925K | Sell |
15,964
-1,107
| -6% | -$64.2K | 0.89% | 32 |
|
|
2022
Q4 | $819K | Sell |
17,071
-562
| -3% | -$27K | 0.84% | 31 |
|
|
2022
Q3 | $844K | Buy |
+17,633
| New | +$844K | 0.79% | 31 |
|
|
2022
Q2 | – | Sell |
-23,610
| Closed | -$1.62M | – | 60 |
|
|
2022
Q1 | $1.62M | Sell |
23,610
-2,556
| -10% | -$176K | 1.09% | 28 |
|
|
2021
Q4 | $2.03M | Buy |
26,166
+1,542
| +6% | +$120K | 1.36% | 26 |
|
|
2021
Q3 | $1.97M | Buy |
24,624
+1,025
| +4% | +$82.1K | 1.53% | 21 |
|
|
2021
Q2 | $1.91M | Buy |
23,599
+13,086
| +124% | +$1.06M | 1.49% | 22 |
|
|
2021
Q1 | $771K | Sell |
10,513
-2,881
| -22% | -$211K | 0.65% | 33 |
|
|
2020
Q4 | $904K | Buy |
13,394
+2,017
| +18% | +$136K | 0.73% | 30 |
|
|
2020
Q3 | $676K | Buy |
11,377
+1,917
| +20% | +$114K | 0.6% | 31 |
|
|
2020
Q2 | $511K | Buy |
9,460
+4,377
| +86% | +$236K | 0.51% | 35 |
|
|
2020
Q1 | $225K | Buy |
+5,083
| New | +$225K | 0.27% | 39 |
|