SHFA
SC&H Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Hold |
2,640
| – | – | 0.05% | 121 |
|
|
2025
Q1 | $255K | Hold |
2,640
| – | – | 0.05% | 129 |
|
|
2024
Q4 | $256K | Hold |
2,640
| – | – | 0.05% | 127 |
|
|
2024
Q3 | $239K | Hold |
2,640
| – | – | 0.05% | 137 |
|
|
2024
Q2 | $226K | Hold |
2,640
| – | – | 0.06% | 132 |
|
|
2024
Q1 | $216K | Buy |
+2,640
| New | +$216K | 0.06% | 136 |
|
|
2022
Q2 | – | Sell |
-5,050
| Closed | -$347K | – | 160 |
|
|
2022
Q1 | $347K | Hold |
5,050
| – | – | 0.17% | 113 |
|
|
2021
Q4 | $392K | Buy |
+5,050
| New | +$392K | 0.22% | 109 |
|