Wealthcare Advisory Partners’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 | $1.41M | Sell |
13,019
-2,710
| -17% | -$294K | 0.03% | 408 |
|
|
2025
Q1 | $1.52M | Buy |
15,729
+2,099
| +15% | +$202K | 0.04% | 354 |
|
|
2024
Q4 | $1.32M | Buy |
13,630
+915
| +7% | +$88.6K | 0.04% | 363 |
|
|
2024
Q3 | $1.15M | Sell |
12,715
-488
| -4% | -$44.1K | 0.03% | 390 |
|
|
2024
Q2 | $1.13M | Buy |
13,203
+6,050
| +85% | +$518K | 0.04% | 349 |
|
|
2024
Q1 | $584K | Sell |
7,153
-4,969
| -41% | -$406K | 0.02% | 510 |
|
|
2023
Q4 | $881K | Buy |
12,122
+8,535
| +238% | +$620K | 0.04% | 346 |
|
|
2023
Q3 | $235K | Sell |
3,587
-149
| -4% | -$9.77K | 0.01% | 607 |
|
|
2023
Q2 | $243K | Buy |
+3,736
| New | +$243K | 0.01% | 626 |
|
|
2021
Q4 | – | Sell |
-3,180
| Closed | -$255K | – | 618 |
|
|
2021
Q3 | $255K | Buy |
+3,180
| New | +$255K | 0.02% | 463 |
|
|
2021
Q2 | – | Sell |
-1,218
| Closed | -$89K | – | 1895 |
|
|
2021
Q1 | $89K | Buy |
+1,218
| New | +$89K | 0.01% | 703 |
|
|
2020
Q2 | – | Sell |
-739
| Closed | -$33K | – | 1380 |
|
|
2020
Q1 | $33K | Buy |
739
+485
| +191% | +$21.7K | ﹤0.01% | 600 |
|
|
2019
Q4 | $14K | Buy |
+254
| New | +$14K | ﹤0.01% | 866 |
|
|
2019
Q1 | – | Sell |
-315
| Closed | -$13K | – | 1286 |
|
|
2018
Q4 | $13K | Buy |
+315
| New | +$13K | ﹤0.01% | 737 |
|