Tradition Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-1,000
| Closed | -$65K | – | 1410 |
|
2023
Q2 | $65K | Buy |
+1,000
| New | +$65K | 0.01% | 562 |
|
2022
Q4 | – | Sell |
-91
| Closed | -$4K | – | 1221 |
|
2022
Q3 | $4K | Hold |
91
| – | – | ﹤0.01% | 1129 |
|
2022
Q2 | $5K | Sell |
91
-96
| -51% | -$5.28K | ﹤0.01% | 974 |
|
2022
Q1 | $13K | Hold |
187
| – | – | ﹤0.01% | 840 |
|
2021
Q4 | $15K | Buy |
187
+96
| +105% | +$7.7K | ﹤0.01% | 808 |
|
2021
Q3 | $7K | Hold |
91
| – | – | ﹤0.01% | 993 |
|
2021
Q2 | $7K | Buy |
+91
| New | +$7K | ﹤0.01% | 1029 |
|
2021
Q1 | – | Sell |
-91
| Closed | -$6K | – | 1059 |
|
2020
Q4 | $6K | Buy |
+91
| New | +$6K | ﹤0.01% | 836 |
|