St. Louis Financial Planners Asset Management’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-17,532
| Closed | -$1.5M | – | 41 |
|
2024
Q2 | $1.5M | Buy |
+17,532
| New | +$1.5M | 1.29% | 31 |
|
2024
Q1 | – | Sell |
-16,187
| Closed | -$1.18M | – | 44 |
|
2023
Q4 | $1.18M | Buy |
+16,187
| New | +$1.18M | 1.1% | 33 |
|
2023
Q2 | – | Sell |
-14,276
| Closed | -$828K | – | 43 |
|
2023
Q1 | $828K | Buy |
+14,276
| New | +$828K | 0.94% | 35 |
|