SSWG
Seven Springs Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Hold |
3,813
| – | – | 0.1% | 56 |
|
|
2025
Q1 | $368K | Hold |
3,813
| – | – | 0.13% | 57 |
|
|
2024
Q4 | $369K | Hold |
3,813
| – | – | 0.14% | 56 |
|
|
2024
Q3 | $345K | Hold |
3,813
| – | – | 0.13% | 56 |
|
|
2024
Q2 | $327K | Hold |
3,813
| – | – | 0.13% | 53 |
|
|
2024
Q1 | $311K | Hold |
3,813
| – | – | 0.12% | 55 |
|
|
2023
Q4 | $277K | Sell |
3,813
-76
| -2% | -$5.52K | 0.12% | 51 |
|
|
2023
Q3 | $255K | Hold |
3,889
| – | – | 0.12% | 51 |
|
|
2023
Q2 | $253K | Hold |
3,889
| – | – | 0.12% | 52 |
|
|
2023
Q1 | $225K | Sell |
3,889
-403
| -9% | -$23.4K | 0.11% | 56 |
|
|
2022
Q4 | $206K | Buy |
+4,292
| New | +$206K | 0.1% | 56 |
|
|
2022
Q3 | – | Sell |
-4,539
| Closed | -$246K | – | 69 |
|
|
2022
Q2 | $246K | Sell |
4,539
-14,083
| -76% | -$763K | 0.12% | 60 |
|
|
2022
Q1 | $1.28M | Sell |
18,622
-209
| -1% | -$14.4K | 0.61% | 21 |
|
|
2021
Q4 | $1.46M | Hold |
18,831
| – | – | 0.67% | 22 |
|
|
2021
Q3 | $1.51M | Hold |
18,831
| – | – | 0.74% | 17 |
|
|
2021
Q2 | $1.53M | Hold |
18,831
| – | – | 0.66% | 18 |
|
|
2021
Q1 | $1.38M | Buy |
18,831
+2,467
| +15% | +$181K | 0.65% | 18 |
|
|
2020
Q4 | $1.1M | Buy |
16,364
+9,418
| +136% | +$635K | 0.57% | 19 |
|
|
2020
Q3 | $413K | Buy |
6,946
+823
| +13% | +$48.9K | 0.26% | 35 |
|
|
2020
Q2 | $331K | Buy |
6,123
+227
| +4% | +$12.3K | 0.21% | 35 |
|
|
2020
Q1 | $261K | Buy |
+5,896
| New | +$261K | 0.18% | 40 |
|