TBWA
Three Bridge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Sell |
2,346
-1
| -0% | -$109 | 0.07% | 105 |
|
|
2025
Q1 | $226K | Sell |
2,347
-17
| -0.7% | -$1.64K | 0.08% | 80 |
|
|
2024
Q4 | $229K | Hold |
2,364
| – | – | 0.08% | 87 |
|
|
2024
Q3 | $214K | Buy |
2,364
+23
| +1% | +$2.08K | 0.08% | 83 |
|
|
2024
Q2 | $201K | Buy |
+2,341
| New | +$201K | 0.08% | 89 |
|