Plante Moran Financial Advisors’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $152K | Buy |
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|
2025
Q1 | $132K | Hold |
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|
2024
Q4 | $132K | Hold |
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|
2024
Q3 | $123K | Hold |
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|
2024
Q2 | $117K | Hold |
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|
2024
Q1 | $111K | Buy |
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|
2023
Q4 | $82.3K | Sell |
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|
2023
Q3 | $76.2K | Buy |
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|
2023
Q2 | $73.7K | Buy |
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|
2023
Q1 | $26.5K | Hold |
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|
2022
Q4 | $21.9K | Buy |
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|
2022
Q3 | $10K | Hold |
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|
2022
Q2 | $11K | Sell |
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|
2022
Q1 | $72K | Buy |
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|
2021
Q4 | $16K | Hold |
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|
2021
Q3 | $16K | Hold |
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|
2021
Q2 | $16K | Hold |
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|
2021
Q1 | $15K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $73K | Hold |
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|
2020
Q2 | $66K | Hold |
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|
2020
Q1 | $54K | Hold |
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|
2019
Q4 | $66K | Hold |
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|
2019
Q3 | $61K | Hold |
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|
2019
Q2 | $60K | Hold |
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|
2019
Q1 | $57K | Buy |
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|
2018
Q4 | $12K | Buy |
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