Xcel Wealth Management’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $560K | Hold |
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|
2025
Q1 | $498K | Hold |
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|
2024
Q4 | $500K | Hold |
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|
2024
Q3 | $467K | Hold |
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|
2024
Q2 | $442K | Hold |
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|
2024
Q1 | $422K | Buy |
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|
2023
Q4 | $371K | Hold |
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|
2023
Q3 | $334K | Hold |
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|
2023
Q2 | $332K | Hold |
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|
2023
Q1 | $296K | Hold |
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|
2022
Q4 | $245K | Hold |
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|
2022
Q3 | $244K | Hold |
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|
2022
Q2 | $277K | Hold |
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|
2022
Q1 | $351K | Hold |
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|
2021
Q4 | $396K | Sell |
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|
2021
Q3 | $410K | Hold |
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|
2021
Q2 | $415K | Sell |
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|
2021
Q1 | $414K | Buy |
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|
2020
Q4 | $379K | Sell |
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|
2020
Q3 | $335K | Hold |
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|
2020
Q2 | $305K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $214K | Buy |
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