West Financial Advisors’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.85M | Buy |
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|
2025
Q2 | $3.5M | Sell |
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|
2025
Q1 | $3.18M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $2.37M | Buy |
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|
2024
Q1 | $2.22M | Sell |
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|
2023
Q4 | $2.03M | Sell |
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|
2023
Q3 | $1.87M | Buy |
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|
2023
Q2 | $1.82M | Sell |
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|
2023
Q1 | $1.67M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $332K | Hold |
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|
2021
Q3 | $343K | Sell |
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|
2021
Q2 | $1.1M | Buy |
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|
2021
Q1 | $905K | Buy |
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