TCWA
Ten Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,790
| Closed | -$162K | – | 567 |
|
|
2023
Q1 | $162K | Buy |
+2,790
| New | +$162K | 0.05% | 122 |
|
|
2021
Q3 | – | Sell |
-80,838
| Closed | -$6.55M | – | 583 |
|
|
2021
Q2 | $6.55M | Sell |
80,838
-7,280
| -8% | -$589K | 1.48% | 19 |
|
|
2021
Q1 | $6.46M | Sell |
88,118
-8,105
| -8% | -$594K | 1.58% | 19 |
|
|
2020
Q4 | $6.49M | Sell |
96,223
-470
| -0.5% | -$31.7K | 1.81% | 18 |
|
|
2020
Q3 | $5.74M | Buy |
+96,693
| New | +$5.74M | 1.93% | 18 |
|