SFA
Source Financial Advisors’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
Q3 | $358K | Sell |
3,955
-320
| -7% | -$28.9K | 0.11% | 85 |
|
|
2024
Q2 | $366K | Sell |
4,275
-148
| -3% | -$12.7K | 0.11% | 81 |
|
|
2024
Q1 | $361K | Sell |
4,423
-3,056
| -41% | -$250K | 0.11% | 86 |
|
|
2023
Q4 | $543K | Buy |
7,479
+2,865
| +62% | +$208K | 0.17% | 75 |
|
|
2023
Q3 | $303K | Sell |
4,614
-705
| -13% | -$46.2K | 0.1% | 101 |
|
|
2023
Q2 | $346K | Sell |
5,319
-254
| -5% | -$16.5K | 0.11% | 99 |
|
|
2023
Q1 | $323K | Sell |
5,573
-238
| -4% | -$13.8K | 0.11% | 96 |
|
|
2022
Q4 | $279K | Buy |
5,811
+36
| +0.6% | +$1.73K | 0.1% | 106 |
|
|
2022
Q3 | $277K | Sell |
5,775
-674
| -10% | -$32.3K | 0.11% | 93 |
|
|
2022
Q2 | $350K | Sell |
6,449
-249
| -4% | -$13.5K | 0.14% | 87 |
|
|
2022
Q1 | $461K | Sell |
6,698
-315
| -4% | -$21.7K | 0.14% | 81 |
|
|
2021
Q4 | $545K | Sell |
7,013
-189
| -3% | -$14.7K | 0.15% | 70 |
|
|
2021
Q3 | $577K | Sell |
7,202
-158
| -2% | -$12.7K | 0.15% | 66 |
|
|
2021
Q2 | $596K | Buy |
7,360
+496
| +7% | +$40.2K | 0.15% | 67 |
|
|
2021
Q1 | $503K | Buy |
6,864
+22
| +0.3% | +$1.61K | 0.13% | 73 |
|
|
2020
Q4 | $462K | Buy |
+6,842
| New | +$462K | 0.12% | 77 |
|