SWM
SVA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-21,640
| Closed | -$1.17M | – | 215 |
|
|
2020
Q2 | $1.17M | Buy |
21,640
+3,218
| +17% | +$174K | 0.12% | 112 |
|
|
2020
Q1 | $815K | Sell |
18,422
-412
| -2% | -$18.2K | 0.09% | 119 |
|
|
2019
Q4 | $1.01M | Buy |
18,834
+1,749
| +10% | +$93.8K | 0.09% | 122 |
|
|
2019
Q3 | $846K | Buy |
17,085
+1,286
| +8% | +$63.7K | 0.08% | 126 |
|
|
2019
Q2 | $778K | Buy |
15,799
+1,571
| +11% | +$77.4K | 0.08% | 128 |
|
|
2019
Q1 | $665K | Sell |
14,228
-536
| -4% | -$25.1K | 0.06% | 141 |
|
|
2018
Q4 | $609K | Buy |
+14,764
| New | +$609K | 0.07% | 135 |
|