Wetzel Investment Advisors’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 | $239K | Sell |
2,206
-22
| -1% | -$2.39K | 0.11% | 108 |
|
|
2025
Q1 | $215K | Sell |
2,228
-50
| -2% | -$4.82K | 0.11% | 112 |
|
|
2024
Q4 | $221K | Buy |
2,278
+11
| +0.5% | +$1.07K | 0.11% | 114 |
|
|
2024
Q3 | $205K | Buy |
2,267
+57
| +3% | +$5.15K | 0.1% | 117 |
|
|
2024
Q2 | $180K | Hold |
2,210
| – | – | 0.1% | 121 |
|
|
2024
Q1 | $178K | Buy |
2,210
+28
| +1% | +$2.25K | 0.1% | 122 |
|
|
2023
Q4 | $159K | Buy |
+2,182
| New | +$159K | 0.1% | 132 |
|