SWMP
Signature Wealth Management Partners’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
Q4 | – | Sell |
-2,282
| Closed | -$206K | – | 111 |
|
|
2024
Q3 | $206K | Buy |
+2,282
| New | +$206K | 0.15% | 97 |
|
|
2024
Q2 | – | Sell |
-2,863
| Closed | -$234K | – | 107 |
|
|
2024
Q1 | $234K | Hold |
2,863
| – | – | 0.19% | 88 |
|
|
2023
Q4 | $208K | Buy |
+2,863
| New | +$208K | 0.18% | 90 |
|