Waterway 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
Q1 | – | Sell |
-7,879
| Closed | -$763K | – | 88 |
|
|
2024
Q4 | $763K | Sell |
7,879
-213
| -3% | -$20.6K | 0.34% | 29 |
|
|
2024
Q3 | $731K | Sell |
8,092
-1,573
| -16% | -$142K | 0.31% | 32 |
|
|
2024
Q2 | $828K | Buy |
9,665
+472
| +5% | +$40.4K | 0.41% | 23 |
|
|
2024
Q1 | $751K | Buy |
9,193
+1,195
| +15% | +$97.6K | 0.33% | 21 |
|
|
2023
Q4 | $581K | Buy |
+7,998
| New | +$581K | 0.24% | 27 |
|