WA
WBH Advisory’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.9M | Buy |
174,568
+9,443
| +6% | +$1.02M | 1.61% | 16 |
|
|
2025
Q1 | $15.9M | Buy |
165,125
+11,524
| +8% | +$1.11M | 1.49% | 20 |
|
|
2024
Q4 | $14.9M | Sell |
153,601
-339
| -0.2% | -$32.8K | 1.38% | 19 |
|
|
2024
Q3 | $13.9M | Sell |
153,940
-62
| -0% | -$5.61K | 1.32% | 22 |
|
|
2024
Q2 | $13.2M | Buy |
154,002
+3,806
| +3% | +$326K | 1.34% | 19 |
|
|
2024
Q1 | $12.3M | Buy |
150,196
+2,286
| +2% | +$187K | 1.26% | 22 |
|
|
2023
Q4 | $10.7M | Buy |
147,910
+2,302
| +2% | +$167K | 1.2% | 23 |
|
|
2023
Q3 | $9.55M | Buy |
145,608
+4,358
| +3% | +$286K | 1.17% | 22 |
|
|
2023
Q2 | $9.19M | Buy |
141,250
+3,926
| +3% | +$256K | 1.09% | 26 |
|
|
2023
Q1 | $7.96M | Buy |
+137,324
| New | +$7.96M | 0.99% | 28 |
|
|
2022
Q3 | $6.71M | Sell |
140,200
-4,433
| -3% | -$212K | 0.97% | 30 |
|
|
2022
Q2 | $7.95M | Sell |
144,633
-30,084
| -17% | -$1.65M | 1.06% | 26 |
|
|
2022
Q1 | $10.7M | Sell |
174,717
-1,581
| -0.9% | -$96.6K | 1.31% | 18 |
|
|
2021
Q4 | $13.7M | Sell |
176,298
-2,717
| -2% | -$211K | 1.56% | 13 |
|
|
2021
Q3 | $14.3M | Buy |
179,015
+32,064
| +22% | +$2.57M | 1.93% | 9 |
|
|
2021
Q2 | $12.3M | Buy |
146,951
+6,022
| +4% | +$505K | 1.81% | 11 |
|
|
2021
Q1 | $10.3M | Sell |
140,929
-295
| -0.2% | -$21.6K | 1.67% | 13 |
|
|
2020
Q4 | $9.68M | Buy |
141,224
+267
| +0.2% | +$18.3K | 1.67% | 13 |
|
|
2020
Q3 | $8.37M | Buy |
140,957
+4,451
| +3% | +$264K | 1.69% | 13 |
|
|
2020
Q2 | $7.38M | Sell |
136,506
-14,381
| -10% | -$777K | 1.79% | 12 |
|
|
2020
Q1 | $6.68K | Sell |
150,887
-2,536
| -2% | -$112 | 1.57% | 11 |
|
|
2019
Q4 | $8.23M | Sell |
153,423
-9,049
| -6% | -$485K | 1.68% | 11 |
|
|
2019
Q3 | $8.05M | Buy |
162,472
+5,891
| +4% | +$292K | 1.81% | 11 |
|
|
2019
Q2 | $7.71M | Buy |
156,581
+3,957
| +3% | +$195K | 1.79% | 10 |
|
|
2019
Q1 | $7.14M | Buy |
152,624
+33,567
| +28% | +$1.57M | 1.7% | 10 |
|
|
2018
Q4 | $4.91K | Buy |
119,057
+67,938
| +133% | +$2.8K | 1.19% | 15 |
|
|
2018
Q3 | $2.5M | Buy |
+51,119
| New | +$2.5M | 0.61% | 36 |
|