Institute For Wealth Management, Llc. Select Sector Spdr Tr Communic Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 5,630 shares of XLC stock, worth $551,402. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,630

Previous 5,092 10.57%

Holding current value

$551,402

Previous $436,000 16.51%

% of portfolio

0.07%

Previous 0.06%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$82.16 - $90.4 $44,202 - $48,635	538 Added 10.57%	5,630 $508,000
Q2 2024 Jul 25, 2024	BUY	$77.86 - $86.45 $41,966 - $46,596	539 Added 11.84%	5,092 $436,000
Q1 2024 Apr 30, 2024	BUY	$71.74 - $81.82 $54,737 - $62,428	763 Added 20.13%	4,553 $371,000
Q4 2023 Jan 31, 2024	BUY	$63.09 - $73.1 $239,111 - $277,049	3,790 New	3,790 $275,000
Q4 2021 Jan 21, 2022	SELL	$73.63 - $82.12 $252,771 - $281,917	-3,433 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$79.63 - $86.05 $37,426 - $40,443	-470 Reduced 12.04%	3,433 $275,000
Q2 2021 Jul 21, 2021	SELL	$74.58 - $81.56 $1,342 - $1,468	-18 Reduced 0.46%	3,903 $316,000
Q1 2021 May 04, 2021	SELL	$65.08 - $76.02 $47,183 - $55,114	-725 Reduced 15.6%	3,921 $288,000
Q4 2020 Feb 01, 2021	BUY	$58.74 - $67.48 $4,934 - $5,668	84 Added 1.84%	4,646 $314,000
Q3 2020 Nov 03, 2020	SELL	$55.2 - $65.14 $17,608 - $20,779	-319 Reduced 6.54%	4,562 $271,000
Q2 2020 Jul 30, 2020	SELL	$42.15 - $56.55 $22,128 - $29,688	-525 Reduced 9.71%	4,881 $264,000
Q1 2020 Apr 29, 2020	SELL	$40.22 - $57.58 $27,470 - $39,327	-683 Reduced 11.22%	5,406 $239,000
Q4 2019 Feb 27, 2020	BUY	$48.28 - $54.19 $278,189 - $312,242	5,762 Added 1762.08%	6,089 $327,000
Q4 2019 Jan 27, 2020	SELL	$48.28 - $54.19 $318,165 - $357,112	-6,590 Reduced 95.27%	327 $327,000
Q3 2019 Oct 28, 2019	BUY	$49.27 - $51.38 $3,005 - $3,134	61 Added 0.89%	6,917 $343,000
Q2 2019 Aug 02, 2019	BUY	N/A	6,856 New	6,856 $337,000

Others Institutions Holding XLC

# of Institutions

1,066

Shares Held

179M

Call Options Held

2.59M

Put Options Held

2.75M

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About SELECT SECTOR SPDR TR COMMUNIC

Ticker XLC
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Industry ETFs

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Institute For Wealth Management, Llc. Select Sector Spdr Tr Communic Transaction History