XCEL WEALTH MANAGEMENT, LLC – Communication Services Select Sector SPDR Fund Transaction History
XCEL WEALTH MANAGEMENT, LLC portfolio value:
$244,000
portfolio value
XCEL WEALTH MANAGEMENT, LLC quarter portfolio value change:
-11.76%
quarter
Communication Services Select Sector SPDR Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -33K | $47.89 | 5.1K | |
| Q2 2022 | share | 0.00% | 0 shares | -74K | $54.27 | 5.1K | |
| Q1 2022 | share | 0.00% | 0 shares | -45K | $68.78 | 5.1K | |
| Q4 2021 | share | Decrease | -0.45% | -23 shares | -14K | $78.77 | 5.1K |
| Q3 2021 | share | 0.00% | 0 shares | -5K | $80.11 | 5.12K | |
| Q2 2021 | share | Decrease | -9.26% | -523 shares | 1K | $80.83 | 5.12K |
| Q1 2021 | share | Increase | +0.41% | 23 shares | 35K | $73.06 | 5.64K |
| Q4 2020 | share | Decrease | -0.58% | -33 shares | 44K | $67.13 | 5.62K |
| Q3 2020 | share | 0.00% | 0 shares | 30K | $58.99 | 5.65K | |
| Q2 2020 | share | Increase | 0.00% | 5.65K shares | 305K | $53.56 | 5.65K |
| Q1 2020 | share | Decrease | -100.00% | -4K shares | -214K | $43.76 | 0 |
| Q4 2019 | share | Increase | 0.00% | 4K shares | 214K | $52.89 | 4K |