Richardson Financial Services’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 | $961K | Sell |
8,915
-650
| -7% | -$70K | 0.65% | 33 |
|
|
2025
Q1 | $923K | Sell |
9,565
-171
| -2% | -$16.5K | 0.7% | 34 |
|
|
2024
Q4 | $946K | Buy |
+9,736
| New | +$946K | 0.66% | 34 |
|
|
2024
Q2 | – | Sell |
-11,675
| Closed | -$953K | – | 630 |
|
|
2024
Q1 | $953K | Sell |
11,675
-929
| -7% | -$75.9K | 0.67% | 40 |
|
|
2023
Q4 | $916K | Buy |
+12,604
| New | +$916K | 0.8% | 30 |
|