Amplius Wealth Advisors, LLC Select Sector Spdr Tr Communic Transaction History

Amplius Wealth Advisors, LLC

$851 Million
Q4 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 3,976 shares of XLC stock, worth $405,035. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,976

Previous 4,186 5.02%

Holding current value

$405,035

Previous $378,000 1.59%

% of portfolio

0.05%

Previous 0.05%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$89.66 - $102.16 $18,828 - $21,453	-210 Reduced 5.02%	3,976 $384,000
Q2 2024 Jul 22, 2024	SELL	$77.86 - $86.45 $2,880 - $3,198	-37 Reduced 0.88%	4,186 $358,000
Q1 2024 Apr 16, 2024	SELL	$71.74 - $81.82 $9,182 - $10,472	-128 Reduced 2.94%	4,223 $344,000
Q4 2023 Jan 10, 2024	BUY	$63.09 - $73.1 $6,182 - $7,163	98 Added 2.3%	4,351 $316,000
Q3 2023 Oct 17, 2023	SELL	$64.88 - $68.81 $4,087 - $4,335	-63 Reduced 1.46%	4,253 $278,000
Q2 2023 Jul 26, 2023	SELL	$56.13 - $65.3 $1,290 - $1,501	-23 Reduced 0.53%	4,316 $280,000
Q1 2023 Apr 25, 2023	BUY	$48.61 - $59.39 $210,918 - $257,693	4,339 New	4,339 $251,000
Q3 2022 Nov 10, 2022	SELL	$47.89 - $59.89 $28,877 - $36,113	-603 Reduced 8.59%	6,419 $307,000
Q2 2022 Jul 21, 2022	BUY	$53.08 - $71.2 $372,727 - $499,966	7,022 New	7,022 $381,000
Q1 2022 May 09, 2022	SELL	$63.62 - $78.22 $1,272 - $1,564	-20 Closed	0 $0
Q4 2021 Jan 28, 2022	BUY	$73.63 - $82.12 $1,472 - $1,642	20 New	20 $1,000

Others Institutions Holding XLC

# of Institutions

1,089

Shares Held

179M

Call Options Held

2.57M

Put Options Held

2.73M

View Full List

About SELECT SECTOR SPDR TR COMMUNIC

Ticker XLC
Sector ETFs
Industry ETFs

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Amplius Wealth Advisors, LLC Select Sector Spdr Tr Communic Transaction History