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

Ep Wealth Advisors, LLC

  • $8.44 Billion
  • Q1 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 114,387 shares of XLC stock, worth $10 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
114,387
Previous 124,811 8.35%
Holding current value
$10 Million
Previous $9.07 Million 3.0%
% of portfolio
0.11%
Previous 0.12%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$71.74 - $81.82 $747,817 - $852,891
-10,424 Reduced 8.35%
114,387 $9.34 Million
Q4 2023

Feb 28, 2024
SELL
$63.09 - $73.1 $292,232 - $338,599
-4,632 Reduced 3.58%
124,811 $9.07 Million
Q3 2023

Nov 22, 2023
BUY
$64.88 - $68.81 $7.79 Million - $8.26 Million
120,066 Added 1280.43%
129,443 $8.49 Million
Q2 2023

Aug 14, 2023
BUY
$56.13 - $65.3 $385,949 - $449,002
6,876 Added 274.93%
9,377 $610,000
Q1 2023

Jun 05, 2023
SELL
$48.61 - $59.39 $1.9 Million - $2.32 Million
-39,109 Reduced 93.99%
2,501 $144,000
Q4 2022

Jun 12, 2023
BUY
$45.49 - $51.94 $4.03 Million - $4.6 Million
88,546 Added 3540.42%
91,047 $4.37 Million
Q3 2022

Dec 02, 2022
SELL
N/A
-25,072 Reduced 37.6%
41,610 $1.99 Million
Q2 2022

Aug 11, 2022
SELL
N/A
-153 Reduced 0.23%
66,682 $3.62 Million
Q1 2022

May 20, 2022
BUY
N/A
35,688 Added 114.58%
66,835 $4.6 Million
Q4 2021

Feb 17, 2022
BUY
N/A
18,480 Added 145.89%
31,147 $2.42 Million
Q3 2021

Nov 23, 2021
BUY
N/A
9,091 Added 254.22%
12,667 $1.02 Million
Q3 2021

Nov 16, 2021
SELL
N/A
-6,590 Reduced 64.82%
3,576 $1.02 Million
Q2 2021

Aug 24, 2021
BUY
N/A
1,996 Added 24.43%
10,166 $823,000
Q1 2021

May 17, 2021
BUY
N/A
725 Added 9.74%
8,170 $599,000
Q4 2020

Feb 18, 2021
BUY
N/A
1,597 Added 27.31%
7,445 $502,000
Q3 2020

Nov 17, 2020
BUY
N/A
5,848 New
5,848 $347,000
Q2 2020

Aug 14, 2020
SELL
N/A
-9,691 Closed
0 $265,000
Q1 2020

May 18, 2020
BUY
N/A
9,691 New
9,691 $429,000
Q4 2019

Feb 14, 2020
SELL
N/A
-5,227 Closed
0 $0
Q3 2019

Nov 18, 2019
SELL
N/A
-1,589 Reduced 23.31%
5,227 $259,000
Q2 2019

Aug 27, 2019
SELL
N/A
-341 Reduced 4.76%
6,816 $335,000
Q1 2019

May 20, 2019
SELL
N/A
-15,480 Reduced 68.38%
7,157 $335,000
Q4 2018

Feb 19, 2019
BUY
N/A
22,637 New
22,637 $934,000

Others Institutions Holding XLC

# of Institutions
981
Shares Held
197M
Call Options Held
1.9M
Put Options Held
3.86M
View Full List

About SELECT SECTOR SPDR TR COMMUNIC

XLC Quotes by TradingView
  • Ticker XLC
  • Sector ETFs
  • Industry ETFs
More about XLC
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