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

Jfs Wealth Advisors, LLC

$1.49 Billion
Q3 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 508 shares of XLC stock, worth $49,418. This represents 0.0% of its overall portfolio holdings.

Number of Shares

508

Previous 1,172 56.66%

Holding current value

$49,418

Previous $100,000 55.0%

% of portfolio

0.0%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$82.16 - $90.4 $54,554 - $60,025	-664 Reduced 56.66%	508 $45,000
Q2 2024 Jul 15, 2024	BUY	$77.86 - $86.45 $9,888 - $10,979	127 Added 12.15%	1,172 $100,000
Q1 2024 Apr 30, 2024	BUY	$71.74 - $81.82 $65,355 - $74,538	911 Added 679.85%	1,045 $85,000
Q4 2023 Feb 07, 2024	SELL	$63.09 - $73.1 $2,460 - $2,850	-39 Reduced 22.54%	134 $9,000
Q2 2023 Aug 07, 2023	SELL	$56.13 - $65.3 $2,694 - $3,134	-48 Reduced 21.72%	173 $11,000
Q1 2023 Apr 19, 2023	SELL	$48.61 - $59.39 $20,173 - $24,646	-415 Reduced 65.25%	221 $12,000
Q4 2022 Feb 13, 2023	SELL	$45.41 - $51.94 $44,865 - $51,316	-988 Reduced 60.84%	636 $30,000
Q3 2021 Nov 09, 2021	BUY	$79.63 - $86.05 $129,319 - $139,745	1,624 New	1,624 $130,000
Q4 2020 Feb 01, 2021	SELL	$58.74 - $67.48 $30,544 - $35,089	-520 Closed	0 $0
Q3 2020 Oct 28, 2020	BUY	$55.2 - $65.14 $28,704 - $33,872	520 New	520 $31,000
Q4 2018 Jan 28, 2019	SELL	N/A	-186 Closed	0 $0
Q3 2018 Nov 09, 2018	BUY	N/A	186 New	186 $9,000

Others Institutions Holding XLC

# of Institutions

1,075

Shares Held

181M

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

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