Ever Source Wealth Advisors, LLC Select Sector Spdr Tr Communic Transaction History

Ever Source Wealth Advisors, LLC

$1.65 Billion
Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 2,145 shares of XLC stock, worth $225,889. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,145

Previous 384 458.59%

Holding current value

$225,889

Previous $34,000 508.82%

% of portfolio

0.01%

Previous 0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$89.66 - $102.16 $157,891 - $179,903	1,761 Added 458.59%	2,145 $207,000
Q3 2024 Nov 08, 2024	BUY	$82.16 - $90.4 $31,549 - $34,713	384 New	384 $34,000
Q1 2024 Jun 11, 2024	BUY	$71.74 - $81.82 $9,469 - $10,800	132 New	132 $10,000
Q1 2023 May 11, 2023	SELL	$48.61 - $59.39 $1,166 - $1,425	-24 Reduced 10.86%	197 $11,000
Q4 2022 Feb 09, 2023	BUY	$45.41 - $51.94 $10,035 - $11,478	221 New	221 $10,000

Others Institutions Holding XLC

# of Institutions

1,147

Shares Held

183M

Call Options Held

2.89M

Put Options Held

3.6M

View Full List

About SELECT SECTOR SPDR TR COMMUNIC

Ticker XLC
Sector ETFs
Industry ETFs

More about XLC

Track This Portfolio

Portfolio Update

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

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Account

Ever Source Wealth Advisors, LLC Select Sector Spdr Tr Communic Transaction History