Sterling Investment Advisors (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-415
| Closed | -$33K | – | 620 |
|
|
2021
Q3 | $33K | Hold |
415
| – | – | 0.01% | 300 |
|
|
2021
Q2 | $34K | Hold |
415
| – | – | 0.01% | 298 |
|
|
2021
Q1 | $30K | Hold |
415
| – | – | 0.01% | 287 |
|
|
2020
Q4 | $28K | Hold |
415
| – | – | 0.01% | 278 |
|
|
2020
Q3 | $25K | Hold |
415
| – | – | 0.01% | 265 |
|
|
2020
Q2 | $22K | Hold |
415
| – | – | 0.01% | 285 |
|
|
2020
Q1 | $18K | Hold |
415
| – | – | 0.01% | 275 |
|
|
2019
Q4 | $22K | Hold |
415
| – | – | 0.01% | 287 |
|
|
2019
Q3 | $21K | Hold |
415
| – | – | 0.01% | 286 |
|
|
2019
Q2 | $20K | Buy |
+415
| New | +$20K | 0.01% | 297 |
|