Valeo Financial Advisors’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $800K | Hold |
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|
2025
Q1 | $711K | Sell |
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|
2024
Q4 | $795K | Sell |
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|
2024
Q3 | $1.02M | Sell |
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|
2024
Q2 | $1.04M | Buy |
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|
2024
Q1 | $694K | Buy |
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|
2023
Q4 | $513K | Buy |
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|
2023
Q3 | $393K | Hold |
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|
2023
Q2 | $390K | Sell |
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|
2023
Q1 | $500K | Buy |
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|
2022
Q4 | $260K | Buy |
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|
2022
Q3 | $255K | Buy |
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|
2022
Q2 | $240K | Sell |
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|
2022
Q1 | $1.2M | Buy |
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|
2021
Q4 | $1.12M | Buy |
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|
2021
Q3 | $1.15M | Hold |
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|
2021
Q2 | $1.16M | Hold |
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|
2021
Q1 | $1.05M | Sell |
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|
2020
Q4 | $973K | Buy |
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|
2020
Q3 | $851K | Sell |
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|
2020
Q2 | $837K | Buy |
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|
2020
Q1 | $670K | Buy |
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|
2019
Q4 | $53K | Hold |
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|
2019
Q3 | $48K | Sell |
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|
2019
Q2 | $49K | Buy |
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|
2019
Q1 | $44K | Hold |
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|
2018
Q4 | $39K | Buy |
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