WAS
WESPAC Advisors SoCal’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 | $2.69M | Sell |
24,812
-14,476
| -37% | -$1.57M | 0.6% | 49 |
|
|
2025
Q1 | $3.79M | Buy |
39,288
+3,041
| +8% | +$293K | 0.99% | 32 |
|
|
2024
Q4 | $3.51M | Sell |
36,247
-15,466
| -30% | -$1.5M | 0.79% | 37 |
|
|
2024
Q3 | $4.67M | Sell |
51,713
-4,904
| -9% | -$443K | 1.08% | 31 |
|
|
2024
Q2 | $4.85M | Buy |
56,617
+19,937
| +54% | +$1.71M | 1.22% | 29 |
|
|
2024
Q1 | $3M | Buy |
36,680
+6,072
| +20% | +$496K | 0.78% | 36 |
|
|
2023
Q4 | $2.22M | Buy |
30,608
+937
| +3% | +$68.1K | 0.65% | 38 |
|
|
2023
Q3 | $1.95M | Sell |
29,671
-97
| -0.3% | -$6.36K | 0.66% | 41 |
|
|
2023
Q2 | $1.94M | Buy |
29,768
+211
| +0.7% | +$13.7K | 0.66% | 41 |
|
|
2023
Q1 | $1.71M | Buy |
29,557
+410
| +1% | +$23.8K | 0.59% | 43 |
|
|
2022
Q4 | $1.4M | Sell |
29,147
-470
| -2% | -$22.6K | 0.52% | 42 |
|
|
2022
Q3 | $1.43M | Buy |
29,617
+16,056
| +118% | +$774K | 0.6% | 38 |
|
|
2022
Q2 | $736K | Buy |
13,561
+32
| +0.2% | +$1.74K | 0.28% | 51 |
|
|
2022
Q1 | $931K | Buy |
13,529
+207
| +2% | +$14.2K | 0.29% | 54 |
|
|
2021
Q4 | $994K | Buy |
+13,322
| New | +$994K | 0.3% | 51 |
|