Roberts Wealth 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 | $1.83M | Sell |
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|
2025
Q1 | $1.69M | Sell |
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|
2024
Q4 | $1.74M | Sell |
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|
2024
Q3 | $1.81M | Sell |
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|
2024
Q2 | $1.78M | Sell |
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|
2024
Q1 | $1.74M | Sell |
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|
2023
Q4 | $5.69M | Sell |
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|
2023
Q3 | $1.86M | Sell |
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|
2023
Q2 | $1.81M | Sell |
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|
2023
Q1 | $2.05M | Buy |
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|
2022
Q4 | $1.7M | Buy |
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|
2022
Q3 | $834K | Buy |
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|
2022
Q2 | $912K | Buy |
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|
2022
Q1 | $1.08M | Sell |
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|
2021
Q4 | $1.22M | Buy |
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|
2021
Q3 | $1.22M | Buy |
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