Walled Lake Planning & 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
Q4 | – | Sell |
-3,054
| Closed | -$200K | – | 112 |
|
|
2023
Q3 | $200K | Buy |
3,054
+5
| +0.2% | +$328 | 0.1% | 93 |
|
|
2023
Q2 | $198K | Sell |
3,049
-47,757
| -94% | -$3.11M | 0.1% | 94 |
|
|
2023
Q1 | $2.95M | Buy |
50,806
+6,834
| +16% | +$396K | 1.54% | 22 |
|
|
2022
Q4 | $2.11M | Sell |
43,972
-25,386
| -37% | -$1.22M | 1.44% | 24 |
|
|
2022
Q3 | $3.32M | Buy |
+69,358
| New | +$3.32M | 2.32% | 22 |
|