YHB Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
2,271
-15
| -0.7% | -$1.63K | 0.02% | 278 |
|
|
2025
Q1 | $220K | Sell |
2,286
-633
| -22% | -$61.1K | 0.02% | 276 |
|
|
2024
Q4 | $283K | Hold |
2,919
| – | – | 0.02% | 239 |
|
|
2024
Q3 | $264K | Buy |
2,919
+22
| +0.8% | +$1.99K | 0.02% | 249 |
|
|
2024
Q2 | $248K | Buy |
+2,897
| New | +$248K | 0.02% | 253 |
|
|
2022
Q2 | – | Sell |
-3,353
| Closed | -$231K | – | 302 |
|
|
2022
Q1 | $231K | Hold |
3,353
| – | – | 0.02% | 276 |
|
|
2021
Q4 | $260K | Hold |
3,353
| – | – | 0.02% | 282 |
|
|
2021
Q3 | $269K | Hold |
3,353
| – | – | 0.02% | 264 |
|
|
2021
Q2 | $271K | Hold |
3,353
| – | – | 0.02% | 260 |
|
|
2021
Q1 | $258K | Buy |
+3,353
| New | +$258K | 0.02% | 263 |
|