A detailed history of Continuum Wealth Advisors, LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Continuum Wealth Advisors, LLC holds 65,467 shares of XLC stock, worth $6.41 Million. This represents 3.75% of its overall portfolio holdings.

Number of Shares
65,467
Previous 76,993 14.97%
Holding current value
$6.41 Million
Previous $6.6 Million 10.27%
% of portfolio
3.75%
Previous 3.5%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$82.16 - $90.4 $946,976 - $1.04 Million
-11,526 Reduced 14.97%
65,467 $5.92 Million
Q2 2024

Jul 23, 2024

BUY
$77.86 - $86.45 $560,436 - $622,267
7,198 Added 10.31%
76,993 $6.6 Million
Q1 2024

May 20, 2024

BUY
$71.74 - $81.82 $586,689 - $669,123
8,178 Added 13.27%
69,795 $5.7 Million
Q4 2023

Jan 31, 2024

BUY
$63.09 - $73.1 $3.89 Million - $4.5 Million
61,617 New
61,617 $4.48 Million

Others Institutions Holding XLC

About SELECT SECTOR SPDR TR COMMUNIC


  • Ticker XLC
  • Sector ETFs
  • Industry ETFs
More about XLC
Track This Portfolio

Track Continuum Wealth Advisors, LLC Portfolio

Follow Continuum Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Continuum Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Continuum Wealth Advisors, LLC with notifications on news.