Ropes Wealth Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $365K | Buy |
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|
2023
Q2 | $352K | Buy |
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|
2023
Q1 | $300K | Hold |
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|
2022
Q4 | $248K | Hold |
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|
2022
Q3 | $248K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $228K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $290K | Buy |
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|
2020
Q3 | $223K | Sell |
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|
2020
Q2 | $1.5M | Buy |
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|
2020
Q1 | $79K | Hold |
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|
2019
Q4 | $95K | Hold |
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|
2019
Q3 | $88K | Sell |
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|
2019
Q2 | $106K | Buy |
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|
2019
Q1 | $83K | Hold |
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|
2018
Q4 | $73K | Buy |
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