YHB Investment Advisors’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
Q3 | $270K | Buy |
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|
2025
Q2 | $246K | Sell |
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|
2025
Q1 | $220K | Sell |
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|
2024
Q4 | $283K | Hold |
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|
2024
Q3 | $264K | Buy |
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|
2024
Q2 | $248K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $231K | Hold |
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|
2021
Q4 | $260K | Hold |
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|
2021
Q3 | $269K | Hold |
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|
2021
Q2 | $271K | Hold |
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|
2021
Q1 | $258K | Buy |
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