SVWAG
Sound View Wealth Advisors 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 | $524K | Buy |
4,829
+195
| +4% | +$21.2K | 0.04% | 260 |
|
|
2025
Q1 | $447K | Sell |
4,634
-83
| -2% | -$8.01K | 0.04% | 272 |
|
|
2024
Q4 | $457K | Buy |
4,717
+488
| +12% | +$47.2K | 0.04% | 270 |
|
|
2024
Q3 | $382K | Buy |
4,229
+20
| +0.5% | +$1.81K | 0.03% | 300 |
|
|
2024
Q2 | $361K | Buy |
4,209
+43
| +1% | +$3.68K | 0.04% | 277 |
|
|
2024
Q1 | $340K | Sell |
4,166
-50
| -1% | -$4.08K | 0.04% | 286 |
|
|
2023
Q4 | $306K | Buy |
4,216
+39
| +0.9% | +$2.83K | 0.03% | 303 |
|
|
2023
Q3 | $274K | Buy |
4,177
+211
| +5% | +$13.8K | 0.03% | 302 |
|
|
2023
Q2 | $258K | Buy |
+3,966
| New | +$258K | 0.03% | 307 |
|
|
2023
Q1 | – | Sell |
-4,216
| Closed | -$306K | – | 412 |
|
|
2022
Q4 | $306K | Buy |
+4,216
| New | +$306K | 0.03% | 303 |
|