Stratos Wealth Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.5M | Buy |
13,860
+618
| +5% | +$67.1K | 0.08% | 257 |
|
2025
Q1 | $1.28M | Buy |
13,242
+7,357
| +125% | +$710K | 0.07% | 267 |
|
2024
Q4 | $570K | Sell |
5,885
-319
| -5% | -$30.9K | 0.03% | 440 |
|
2024
Q3 | $561K | Buy |
6,204
+1,065
| +21% | +$96.3K | 0.03% | 479 |
|
2024
Q2 | $440K | Buy |
+5,139
| New | +$440K | 0.02% | 504 |
|
2021
Q4 | – | Sell |
-17,024
| Closed | -$1.36M | – | 571 |
|
2021
Q3 | $1.36M | Buy |
17,024
+10,163
| +148% | +$814K | 0.12% | 211 |
|
2021
Q2 | $556K | Buy |
6,861
+1,153
| +20% | +$93.4K | 0.05% | 338 |
|
2021
Q1 | $419K | Buy |
+5,708
| New | +$419K | 0.04% | 342 |
|
2020
Q2 | – | Sell |
-1,008
| Closed | -$45K | – | 379 |
|
2020
Q1 | $45K | Buy |
+1,008
| New | +$45K | 0.03% | 191 |
|
2019
Q4 | – | Sell |
-21,579
| Closed | -$1.07M | – | 248 |
|
2019
Q3 | $1.07M | Sell |
21,579
-2,265
| -9% | -$112K | 0.41% | 61 |
|
2019
Q2 | $1.17M | Buy |
23,844
+765
| +3% | +$37.7K | 0.47% | 51 |
|
2019
Q1 | $1.08M | Buy |
23,079
+15,322
| +198% | +$716K | 0.58% | 46 |
|
2018
Q4 | $320K | Buy |
+7,757
| New | +$320K | 0.21% | 131 |
|