Zimmermann Investment Management & Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,360
| Closed | -$756K | – | 135 |
|
|
2024
Q3 | $756K | Sell |
8,360
-32,543
| -80% | -$2.94M | 0.23% | 66 |
|
|
2024
Q2 | $3.5M | Sell |
40,903
-1,681
| -4% | -$144K | 1.17% | 29 |
|
|
2024
Q1 | $3.48M | Sell |
42,584
-5,479
| -11% | -$447K | 1.25% | 25 |
|
|
2023
Q4 | $3.49M | Buy |
48,063
+5,222
| +12% | +$379K | 1.43% | 26 |
|
|
2023
Q3 | $2.81M | Buy |
+42,841
| New | +$2.81M | 1.35% | 28 |
|