WR Wealth Planners’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $44.2K | Hold |
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|
2024
Q3 | $41.3K | Hold |
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|
2024
Q2 | $39.1K | Hold |
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|
2024
Q1 | $37.3K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $96.4K | Hold |
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|
2023
Q2 | $95.7K | Buy |
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|
2023
Q1 | $16.9K | Buy |
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|
2022
Q4 | $2.54K | Hold |
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|
2022
Q3 | $2.54K | Hold |
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|
2022
Q2 | $2.88K | Hold |
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|
2022
Q1 | $3.65K | Buy |
|