Phillips Wealth Planners’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 | $1.21M | Buy |
11,369
+360
| +3% | +$38.4K | 1.1% | 20 |
|
|
2025
Q1 | $1M | Buy |
11,009
+3,764
| +52% | +$344K | 1.06% | 22 |
|
|
2024
Q4 | $694K | Buy |
7,245
+291
| +4% | +$27.9K | 0.69% | 38 |
|
|
2024
Q3 | $633K | Sell |
6,954
-3,736
| -35% | -$340K | 0.61% | 45 |
|
|
2024
Q2 | $938K | Buy |
10,690
+22
| +0.2% | +$1.93K | 0.99% | 24 |
|
|
2024
Q1 | $854K | Sell |
10,668
-596
| -5% | -$47.7K | 0.98% | 21 |
|
|
2023
Q4 | $832K | Buy |
11,264
+23
| +0.2% | +$1.7K | 1% | 23 |
|
|
2023
Q3 | $755K | Buy |
11,241
+893
| +9% | +$60K | 1.02% | 26 |
|
|
2023
Q2 | $673K | Sell |
10,348
-1,160
| -10% | -$75.5K | 0.88% | 34 |
|
|
2023
Q1 | $689K | Buy |
11,508
+63
| +0.6% | +$3.77K | 0.91% | 30 |
|
|
2022
Q4 | $638K | Buy |
+11,445
| New | +$638K | 1.11% | 30 |
|