WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $44.2K | Hold |
457
| – | – | 0.01% | 332 |
|
|
2024
Q3 | $41.3K | Hold |
457
| – | – | 0.01% | 359 |
|
|
2024
Q2 | $39.1K | Hold |
457
| – | – | 0.01% | 356 |
|
|
2024
Q1 | $37.3K | Buy |
+457
| New | +$37.3K | 0.01% | 372 |
|
|
2023
Q4 | – | Sell |
-1,470
| Closed | -$96.4K | – | 874 |
|
|
2023
Q3 | $96.4K | Hold |
1,470
| – | – | 0.04% | 242 |
|
|
2023
Q2 | $95.7K | Buy |
1,470
+1,179
| +405% | +$76.7K | 0.04% | 245 |
|
|
2023
Q1 | $16.9K | Buy |
291
+238
| +449% | +$13.8K | 0.01% | 450 |
|
|
2022
Q4 | $2.54K | Hold |
53
| – | – | ﹤0.01% | 381 |
|
|
2022
Q3 | $2.54K | Hold |
53
| – | – | ﹤0.01% | 371 |
|
|
2022
Q2 | $2.88K | Hold |
53
| – | – | ﹤0.01% | 394 |
|
|
2022
Q1 | $3.65K | Buy |
+53
| New | +$3.65K | ﹤0.01% | 383 |
|