Secure Asset Management’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
$491K Buy
4,521
+11
+0.2% +$1.19K 0.09% 186
2025
Q1
$435K Buy
4,510
+326
+8% +$31.4K 0.09% 186
2024
Q4
$405K Buy
4,184
+883
+27% +$85.5K 0.06% 220
2024
Q3
$298K Sell
3,301
-1,640
-33% -$148K 0.05% 247
2024
Q2
$423K Buy
4,941
+2,430
+97% +$208K 0.08% 180
2024
Q1
$205K Sell
2,511
-293
-10% -$23.9K 0.05% 225
2023
Q4
$204K Sell
2,804
-772
-22% -$56.1K 0.05% 224
2023
Q3
$234K Sell
3,576
-729
-17% -$47.8K 0.07% 186
2023
Q2
$280K Buy
+4,305
New +$280K 0.09% 155
2020
Q1
Sell
-7,357
Closed -$395K 162
2019
Q4
$395K Buy
+7,357
New +$395K 0.28% 90