A detailed history of Iron Bridge Private Wealth, LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Iron Bridge Private Wealth, LLC holds 48,184 shares of XLC stock, worth $4.15 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares
48,184
Previous 46,747 3.07%
Holding current value
$4.15 Million
Previous $3.4 Million 15.84%
% of portfolio
1.71%
Previous 1.75%

Shares

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

May 15, 2024

BUY
$71.74 - $81.82 $103,090 - $117,575
1,437 Added 3.07%
48,184 $3.93 Million
Q4 2023

Feb 12, 2024

BUY
$63.09 - $73.1 $2.95 Million - $3.42 Million
46,747 New
46,747 $3.4 Million
Q2 2021

Sep 01, 2021

SELL
N/A
-102,340 Closed
0 $0
Q1 2021

Jun 21, 2021

BUY
N/A
102,340 New
102,340 $7.5 Million

Others Institutions Holding XLC

About SELECT SECTOR SPDR TR COMMUNIC


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

Track Iron Bridge Private Wealth, LLC Portfolio

Follow Iron Bridge Private Wealth, 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 Iron Bridge Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iron Bridge Private Wealth, LLC with notifications on news.