WWM
WT Wealth Management’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
Q1 | $645K | Sell |
6,686
-329
| -5% | -$31.7K | 0.21% | 74 |
|
|
2024
Q4 | $679K | Sell |
7,015
-214
| -3% | -$20.7K | 0.21% | 77 |
|
|
2024
Q3 | $660K | Sell |
7,229
-1,773
| -20% | -$162K | 0.21% | 77 |
|
|
2024
Q2 | $771K | Sell |
9,002
-151
| -2% | -$12.9K | 0.26% | 72 |
|
|
2024
Q1 | $747K | Sell |
9,153
-339
| -4% | -$27.7K | 0.27% | 75 |
|
|
2023
Q4 | $690K | Buy |
+9,492
| New | +$690K | 0.27% | 73 |
|