SageView Advisory Group’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,000
| Closed | -$39.1K | – | 817 |
|
|
2024
Q1 | $39.1K | Buy |
10,000
+4,258
| +74% | +$16.6K | ﹤0.01% | 518 |
|
|
2023
Q4 | $447K | Sell |
5,742
-12,206
| -68% | -$950K | 0.02% | 413 |
|
|
2023
Q3 | $1.18M | Buy |
17,948
+753
| +4% | +$49.4K | 0.07% | 184 |
|
|
2023
Q2 | $1.12M | Buy |
17,195
+9,080
| +112% | +$591K | 0.06% | 205 |
|
|
2023
Q1 | $470K | Buy |
+8,115
| New | +$470K | 0.03% | 317 |
|