Sugarloaf Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-206
| Closed | -$13.4K | – | 717 |
|
|
2023
Q2 | $13.4K | Buy |
206
+1
| +0.5% | +$65 | ﹤0.01% | 441 |
|
|
2023
Q1 | $11.9K | Hold |
205
| – | – | ﹤0.01% | 450 |
|
|
2022
Q4 | $9.84K | Hold |
205
| – | – | ﹤0.01% | 500 |
|
|
2022
Q3 | $10K | Hold |
205
| – | – | ﹤0.01% | 526 |
|
|
2022
Q2 | $11K | Buy |
205
+1
| +0.5% | +$54 | ﹤0.01% | 510 |
|
|
2022
Q1 | $14K | Hold |
204
| – | – | ﹤0.01% | 453 |
|
|
2021
Q4 | $16K | Buy |
204
+1
| +0.5% | +$78 | ﹤0.01% | 458 |
|
|
2021
Q3 | $16K | Hold |
203
| – | – | ﹤0.01% | 469 |
|
|
2021
Q2 | $16K | Sell |
203
-1,727
| -89% | -$136K | ﹤0.01% | 451 |
|
|
2021
Q1 | $15 | Buy |
1,930
+1,729
| +860% | +$13 | ﹤0.01% | 461 |
|
|
2020
Q4 | $14K | Hold |
201
| – | – | ﹤0.01% | 447 |
|
|
2020
Q3 | $12K | Hold |
201
| – | – | ﹤0.01% | 440 |
|
|
2020
Q2 | $11K | Hold |
201
| – | – | ﹤0.01% | 443 |
|
|
2020
Q1 | $9K | Buy |
+201
| New | +$9K | ﹤0.01% | 455 |
|