Talisman 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 | $433K | Buy |
3,989
+73
| +2% | +$7.92K | 0.4% | 64 |
|
|
2025
Q1 | $378K | Sell |
3,916
-244
| -6% | -$23.5K | 0.39% | 66 |
|
|
2024
Q4 | $403K | Sell |
4,160
-291
| -7% | -$28.2K | 0.43% | 57 |
|
|
2024
Q3 | $401K | Sell |
4,451
-485
| -10% | -$43.7K | 0.42% | 57 |
|
|
2024
Q2 | $423K | Sell |
4,936
-88
| -2% | -$7.54K | 0.49% | 54 |
|
|
2024
Q1 | $410K | Sell |
5,024
-134
| -3% | -$10.9K | 0.52% | 53 |
|
|
2023
Q4 | $375K | Sell |
5,158
-196
| -4% | -$14.2K | 0.56% | 52 |
|
|
2023
Q3 | $351K | Buy |
5,354
+2
| +0% | +$131 | 0.61% | 51 |
|
|
2023
Q2 | $348K | Sell |
5,352
-285
| -5% | -$18.5K | 0.59% | 57 |
|
|
2023
Q1 | $327K | Buy |
5,637
+1,109
| +24% | +$64.3K | 0.59% | 60 |
|
|
2022
Q4 | $217K | Buy |
+4,528
| New | +$217K | 0.46% | 67 |
|