Regal Investment 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 | $3.25M | Buy |
29,965
+10,021
| +50% | +$1.09M | 0.24% | 111 |
|
|
2025
Q1 | $1.92M | Sell |
19,944
-5,112
| -20% | -$493K | 0.16% | 154 |
|
|
2024
Q4 | $2.43M | Buy |
25,056
+3,500
| +16% | +$339K | 0.18% | 135 |
|
|
2024
Q3 | $1.95M | Buy |
21,556
+3,869
| +22% | +$350K | 0.14% | 174 |
|
|
2024
Q2 | $1.52M | Buy |
17,687
+2,705
| +18% | +$232K | 0.1% | 207 |
|
|
2024
Q1 | $1.22M | Buy |
14,982
+1,779
| +13% | +$145K | 0.08% | 222 |
|
|
2023
Q4 | $959K | Buy |
13,203
+7,434
| +129% | +$540K | 0.07% | 232 |
|
|
2023
Q3 | $378K | Buy |
5,769
+2,134
| +59% | +$140K | 0.03% | 343 |
|
|
2023
Q2 | $237K | Hold |
3,635
| – | – | 0.02% | 451 |
|
|
2023
Q1 | $211K | Buy |
+3,635
| New | +$211K | 0.02% | 472 |
|