Whalen Wealth Management’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 | $251K | Sell |
2,315
-946
| -29% | -$103K | 0.16% | 171 |
|
|
2025
Q1 | $315K | Sell |
3,261
-2,804
| -46% | -$270K | 0.21% | 102 |
|
|
2024
Q4 | $587K | Buy |
6,065
+1,717
| +39% | +$166K | 0.41% | 49 |
|
|
2024
Q3 | $393K | Buy |
4,348
+44
| +1% | +$3.98K | 0.28% | 80 |
|
|
2024
Q2 | $369K | Sell |
4,304
-383
| -8% | -$32.8K | 0.29% | 70 |
|
|
2024
Q1 | $383K | Buy |
4,687
+670
| +17% | +$54.7K | 0.28% | 64 |
|
|
2023
Q4 | $292K | Buy |
+4,017
| New | +$292K | 0.26% | 87 |
|