TWA
TCI Wealth Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-478
| Closed | -$37K | – | 2485 |
|
2021
Q4 | $37K | Sell |
478
-202
| -30% | -$15.6K | 0.01% | 482 |
|
2021
Q3 | $54K | Buy |
+680
| New | +$54K | 0.01% | 382 |
|
2020
Q2 | – | Sell |
-51
| Closed | -$2K | – | 1671 |
|
2020
Q1 | $2K | Sell |
51
-448
| -90% | -$17.6K | ﹤0.01% | 1116 |
|
2019
Q4 | $27K | Buy |
499
+51
| +11% | +$2.76K | 0.01% | 495 |
|
2019
Q3 | $22K | Hold |
448
| – | – | 0.01% | 472 |
|
2019
Q2 | $22K | Buy |
448
+424
| +1,767% | +$20.8K | 0.01% | 455 |
|
2019
Q1 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 1325 |
|