A detailed history of Juncture Wealth Strategies, LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 2,575 shares of XLC stock, worth $232,239. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,575
Previous 2,835 9.17%
Holding current value
$232,239
Previous $231,000 4.76%
% of portfolio
0.09%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 11, 2024

SELL
$77.86 - $86.45 $20,243 - $22,477
-260 Reduced 9.17%
2,575 $220,000
Q1 2024

Apr 05, 2024

BUY
$71.74 - $81.82 $203,382 - $231,959
2,835 New
2,835 $231,000
Q4 2018

Jan 17, 2019

SELL
N/A
-111,888 Closed
0 $0
Q3 2018

Oct 03, 2018

BUY
N/A
111,888 New
111,888 $5.48 Million

Others Institutions Holding XLC

About SELECT SECTOR SPDR TR COMMUNIC


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

Track Juncture Wealth Strategies, LLC Portfolio

Follow Juncture Wealth Strategies, 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 Juncture Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Juncture Wealth Strategies, LLC with notifications on news.