WFA
West Financial Advisors’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 | $3.5M | Sell |
32,209
-729
| -2% | -$79.1K | 0.61% | 20 |
|
|
2025
Q1 | $3.18M | Buy |
+32,938
| New | +$3.18M | 0.6% | 22 |
|
|
2024
Q3 | – | Sell |
-27,689
| Closed | -$2.37M | – | 194 |
|
|
2024
Q2 | $2.37M | Buy |
27,689
+494
| +2% | +$42.3K | 0.49% | 24 |
|
|
2024
Q1 | $2.22M | Sell |
27,195
-688
| -2% | -$56.2K | 0.48% | 24 |
|
|
2023
Q4 | $2.03M | Sell |
27,883
-661
| -2% | -$48K | 0.46% | 26 |
|
|
2023
Q3 | $1.87M | Buy |
28,544
+608
| +2% | +$39.9K | 0.47% | 22 |
|
|
2023
Q2 | $1.82M | Sell |
27,936
-943
| -3% | -$61.4K | 0.45% | 23 |
|
|
2023
Q1 | $1.67M | Buy |
+28,879
| New | +$1.67M | 0.44% | 25 |
|
|
2022
Q1 | – | Sell |
-4,276
| Closed | -$332K | – | 198 |
|
|
2021
Q4 | $332K | Hold |
4,276
| – | – | 0.09% | 48 |
|
|
2021
Q3 | $343K | Sell |
4,276
-9,269
| -68% | -$744K | 0.1% | 44 |
|
|
2021
Q2 | $1.1M | Buy |
13,545
+1,204
| +10% | +$97.5K | 0.34% | 19 |
|
|
2021
Q1 | $905K | Buy |
+12,341
| New | +$905K | 0.3% | 22 |
|