SWM
Stockman Wealth Management’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 | $2.33M | Buy |
21,512
+317
| +1% | +$34.4K | 0.32% | 57 |
|
|
2025
Q1 | $2.04M | Sell |
21,195
-433
| -2% | -$41.8K | 0.3% | 58 |
|
|
2024
Q4 | $2.09M | Sell |
21,628
-71
| -0.3% | -$6.87K | 0.33% | 55 |
|
|
2024
Q3 | $1.96M | Buy |
21,699
+377
| +2% | +$34.1K | 0.3% | 55 |
|
|
2024
Q2 | $1.83M | Sell |
21,322
-617
| -3% | -$52.9K | 0.32% | 57 |
|
|
2024
Q1 | $1.79M | Buy |
21,939
+930
| +4% | +$75.9K | 0.32% | 58 |
|
|
2023
Q4 | $1.53M | Sell |
21,009
-133
| -0.6% | -$9.66K | 0.3% | 58 |
|
|
2023
Q3 | $1.39M | Sell |
21,142
-452
| -2% | -$29.6K | 0.31% | 57 |
|
|
2023
Q2 | $1.41M | Buy |
21,594
+301
| +1% | +$19.6K | 0.3% | 58 |
|
|
2023
Q1 | $1.23M | Buy |
21,293
+2,910
| +16% | +$169K | 0.28% | 61 |
|
|
2022
Q4 | $882K | Buy |
+18,383
| New | +$882K | 0.2% | 73 |
|