Steward Partners Investment Advisory’s SPDR S&P Telecom ETF XTL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.4M | Buy |
11,970
+466
| +4% | +$54.7K | 0.01% | 844 |
|
2025
Q1 | $1.15M | Sell |
11,504
-111
| -1% | -$11.1K | 0.01% | 866 |
|
2024
Q4 | $1.24M | Sell |
11,615
-12,705
| -52% | -$1.36M | 0.01% | 802 |
|
2024
Q3 | $2.45M | Buy |
24,320
+2,847
| +13% | +$286K | 0.02% | 564 |
|
2024
Q2 | $1.66M | Buy |
21,473
+2,319
| +12% | +$179K | 0.02% | 645 |
|
2024
Q1 | $1.42M | Sell |
19,154
-3,190
| -14% | -$237K | 0.02% | 683 |
|
2023
Q4 | $1.79M | Buy |
22,344
+2,290
| +11% | +$183K | 0.02% | 532 |
|
2023
Q3 | $1.42M | Buy |
20,054
+17,106
| +580% | +$1.21M | 0.02% | 558 |
|
2023
Q2 | $229K | Buy |
+2,948
| New | +$229K | ﹤0.01% | 1219 |
|