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

Forvis Wealth Advisors, LLC

$4.26 Billion
Q3 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 20,247 shares of XLC stock, worth $1.99 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

20,247

Previous 19,954 1.47%

Holding current value

$1.99 Million

Previous $1.71 Million 7.08%

% of portfolio

0.04%

Previous 0.04%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$82.16 - $90.4 $24,072 - $26,487	293 Added 1.47%	20,247 $1.83 Million
Q2 2024 Aug 09, 2024	BUY	$77.86 - $86.45 $32,467 - $36,049	417 Added 2.13%	19,954 $1.71 Million
Q1 2024 Apr 19, 2024	BUY	$71.74 - $81.82 $24,391 - $27,818	340 Added 1.77%	19,537 $1.6 Million
Q4 2023 Jan 11, 2024	SELL	$63.09 - $73.1 $70,597 - $81,798	-1,119 Reduced 5.51%	19,197 $1.39 Million
Q3 2023 Oct 25, 2023	BUY	$64.88 - $68.81 $3,503 - $3,715	54 Added 0.27%	20,316 $1.33 Million
Q2 2023 Aug 08, 2023	SELL	$56.13 - $65.3 $135,048 - $157,111	-2,406 Reduced 10.61%	20,262 $1.32 Million
Q1 2023 Apr 26, 2023	SELL	$48.61 - $59.39 $207,467 - $253,476	-4,268 Reduced 15.84%	22,668 $1.31 Million
Q4 2022 Feb 02, 2023	BUY	$45.41 - $51.94 $95,406 - $109,125	2,101 Added 8.46%	26,936 $1.29 Million
Q3 2022 Oct 13, 2022	BUY	$47.89 - $59.89 $132,559 - $165,775	2,768 Added 12.54%	24,835 $1.19 Million
Q2 2022 Jul 22, 2022	SELL	$53.08 - $71.2 $4,299 - $5,767	-81 Reduced 0.37%	22,067 $1.2 Million
Q1 2022 May 10, 2022	BUY	$63.62 - $78.22 $49,241 - $60,542	774 Added 3.62%	22,148 $1.52 Million
Q4 2021 Jan 14, 2022	SELL	$73.63 - $82.12 $50,657 - $56,498	-688 Reduced 3.12%	21,374 $1.66 Million
Q3 2021 Oct 14, 2021	SELL	$79.63 - $86.05 $3,185 - $3,442	-40 Reduced 0.18%	22,062 $1.77 Million
Q2 2021 Jul 14, 2021	SELL	$74.58 - $81.56 $6,190 - $6,769	-83 Reduced 0.37%	22,102 $1.79 Million
Q1 2021 Apr 23, 2021	SELL	$65.08 - $76.02 $130,745 - $152,724	-2,009 Reduced 8.3%	22,185 $1.63 Million
Q4 2020 Jan 22, 2021	SELL	$58.74 - $67.48 $11,748 - $13,496	-200 Reduced 0.82%	24,194 $1.63 Million
Q3 2020 Nov 05, 2020	SELL	$55.2 - $65.14 $248,124 - $292,804	-4,495 Reduced 15.56%	24,394 $1.45 Million
Q2 2020 Jul 15, 2020	SELL	$42.15 - $56.55 $272,668 - $365,821	-6,469 Reduced 18.3%	28,889 $1.56 Million
Q1 2020 Apr 10, 2020	SELL	$40.22 - $57.58 $126,049 - $180,455	-3,134 Reduced 8.14%	35,358 $1.56 Million
Q4 2019 Jan 13, 2020	BUY	$48.28 - $54.19 $32,733 - $36,740	678 Added 1.79%	38,492 $2.06 Million
Q3 2019 Oct 29, 2019	BUY	$49.27 - $51.38 $11,972 - $12,485	243 Added 0.65%	37,814 $1.87 Million
Q2 2019 Jul 10, 2019	BUY	N/A	324 Added 0.87%	37,571 $1.85 Million
Q1 2019 Apr 10, 2019	BUY	N/A	18,618 Added 99.94%	37,247 $1.74 Million
Q4 2018 Jan 15, 2019	BUY	N/A	18,629 New	18,629 $769,000

Others Institutions Holding XLC

# of Institutions

1,066

Shares Held

179M

Call Options Held

2.59M

Put Options Held

2.75M

View Full List

About SELECT SECTOR SPDR TR COMMUNIC

Ticker XLC
Sector ETFs
Industry ETFs

More about XLC

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