XWM
Xcel 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
Q2 | $560K | Hold |
5,163
| – | – | 0.16% | 88 |
|
|
2025
Q1 | $498K | Hold |
5,163
| – | – | 0.16% | 90 |
|
|
2024
Q4 | $500K | Hold |
5,163
| – | – | 0.14% | 88 |
|
|
2024
Q3 | $467K | Hold |
5,163
| – | – | 0.14% | 87 |
|
|
2024
Q2 | $442K | Hold |
5,163
| – | – | 0.14% | 87 |
|
|
2024
Q1 | $422K | Buy |
5,163
+63
| +1% | +$5.15K | 0.13% | 87 |
|
|
2023
Q4 | $371K | Hold |
5,100
| – | – | 0.13% | 88 |
|
|
2023
Q3 | $334K | Hold |
5,100
| – | – | 0.13% | 88 |
|
|
2023
Q2 | $332K | Hold |
5,100
| – | – | 0.1% | 110 |
|
|
2023
Q1 | $296K | Hold |
5,100
| – | – | 0.1% | 112 |
|
|
2022
Q4 | $245K | Hold |
5,100
| – | – | 0.1% | 111 |
|
|
2022
Q3 | $244K | Hold |
5,100
| – | – | 0.09% | 111 |
|
|
2022
Q2 | $277K | Hold |
5,100
| – | – | 0.1% | 108 |
|
|
2022
Q1 | $351K | Hold |
5,100
| – | – | 0.1% | 113 |
|
|
2021
Q4 | $396K | Sell |
5,100
-23
| -0.4% | -$1.79K | 0.1% | 117 |
|
|
2021
Q3 | $410K | Hold |
5,123
| – | – | 0.12% | 109 |
|
|
2021
Q2 | $415K | Sell |
5,123
-523
| -9% | -$42.4K | 0.13% | 107 |
|
|
2021
Q1 | $414K | Buy |
5,646
+23
| +0.4% | +$1.69K | 0.15% | 96 |
|
|
2020
Q4 | $379K | Sell |
5,623
-33
| -0.6% | -$2.22K | 0.16% | 91 |
|
|
2020
Q3 | $335K | Hold |
5,656
| – | – | 0.17% | 87 |
|
|
2020
Q2 | $305K | Buy |
+5,656
| New | +$305K | 0.19% | 82 |
|
|
2020
Q1 | – | Sell |
-4,000
| Closed | -$214K | – | 83 |
|
|
2019
Q4 | $214K | Buy |
+4,000
| New | +$214K | 0.18% | 68 |
|