WAM
WealthTrust Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,479
| Closed | -$239K | – | 94 |
|
|
2022
Q1 | $239K | Buy |
3,479
+11
| +0.3% | +$756 | 0.17% | 68 |
|
|
2021
Q4 | $269K | Buy |
3,468
+434
| +14% | +$33.7K | 0.18% | 63 |
|
|
2021
Q3 | $243K | Buy |
3,034
+499
| +20% | +$40K | 0.22% | 58 |
|
|
2021
Q2 | $205K | Buy |
+2,535
| New | +$205K | 0.18% | 72 |
|