SW
SkyOak Wealth’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 | $353K | Hold |
3,248
| – | – | 0.07% | 155 |
|
|
2025
Q1 | $313K | Sell |
3,248
-24
| -0.7% | -$2.32K | 0.07% | 163 |
|
|
2024
Q4 | $317K | Hold |
3,272
| – | – | 0.07% | 172 |
|
|
2024
Q3 | $296K | Sell |
3,272
-484
| -13% | -$43.8K | 0.07% | 171 |
|
|
2024
Q2 | $322K | Sell |
3,756
-246
| -6% | -$21.1K | 0.08% | 166 |
|
|
2024
Q1 | $327K | Sell |
4,002
-155
| -4% | -$12.7K | 0.08% | 174 |
|
|
2023
Q4 | $302K | Buy |
4,157
+565
| +16% | +$41.1K | 0.08% | 181 |
|
|
2023
Q3 | $236K | Hold |
3,592
| – | – | 0.07% | 200 |
|
|
2023
Q2 | $234K | Hold |
3,592
| – | – | 0.07% | 204 |
|
|
2023
Q1 | $208K | Sell |
3,592
-1,092
| -23% | -$63.3K | 0.06% | 223 |
|
|
2022
Q4 | $225K | Hold |
4,684
| – | – | 0.08% | 191 |
|
|
2022
Q3 | $224K | Sell |
4,684
-315
| -6% | -$15.1K | 0.08% | 185 |
|
|
2022
Q2 | $271K | Sell |
4,999
-636
| -11% | -$34.5K | 0.09% | 165 |
|
|
2022
Q1 | $388K | Sell |
5,635
-68,582
| -92% | -$4.72M | 0.11% | 148 |
|
|
2021
Q4 | $5.77M | Sell |
74,217
-15,132
| -17% | -$1.18M | 1.47% | 18 |
|
|
2021
Q3 | $7.16M | Buy |
+89,349
| New | +$7.16M | 1.93% | 10 |
|
|
2021
Q2 | – | Sell |
-80,695
| Closed | -$6.21M | – | 249 |
|
|
2021
Q1 | $6.21M | Buy |
80,695
+65,626
| +436% | +$5.05M | 1.73% | 9 |
|
|
2020
Q4 | $1.02M | Sell |
15,069
-66,975
| -82% | -$4.52M | 0.32% | 82 |
|
|
2020
Q3 | $4.87M | Sell |
82,044
-29,218
| -26% | -$1.74M | 1.75% | 12 |
|
|
2020
Q2 | $6.01M | Buy |
+111,262
| New | +$6.01M | 2.22% | 5 |
|