Tyler-Stone 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $455K | Sell |
4,194
-14
| -0.3% | -$1.52K | 0.07% | 204 |
|
2025
Q1 | $406K | Sell |
4,208
-13
| -0.3% | -$1.25K | 0.07% | 210 |
|
2024
Q4 | $409K | Sell |
4,221
-13
| -0.3% | -$1.26K | 0.07% | 212 |
|
2024
Q3 | $383K | Buy |
4,234
+2,138
| +102% | +$193K | 0.07% | 219 |
|
2024
Q2 | $180K | Hold |
2,096
| – | – | 0.07% | 202 |
|
2024
Q1 | $171K | Hold |
2,096
| – | – | 0.08% | 208 |
|
2023
Q4 | $152K | Sell |
2,096
-83
| -4% | -$6.03K | 0.08% | 203 |
|
2023
Q3 | $143K | Sell |
2,179
-310
| -12% | -$20.3K | 0.08% | 197 |
|
2023
Q2 | $162K | Buy |
+2,489
| New | +$162K | 0.09% | 187 |
|
2022
Q4 | $113K | Sell |
2,355
-392
| -14% | -$18.8K | 0.08% | 220 |
|
2022
Q3 | $132K | Sell |
2,747
-12
| -0.4% | -$577 | 0.1% | 181 |
|
2022
Q2 | $150K | Sell |
2,759
-1,896
| -41% | -$103K | 0.1% | 181 |
|
2022
Q1 | $320K | Buy |
4,655
+161
| +4% | +$11.1K | 0.18% | 119 |
|
2021
Q4 | $349K | Buy |
+4,494
| New | +$349K | 0.18% | 111 |
|