Juncture Wealth Strategies, LLC Select Sector Spdr Tr Communic Transaction History

Juncture Wealth Strategies, LLC

  • $254 Million
  • Q1 2025

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 3,688 shares of XLC stock, worth $351,982. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,688
Previous 3,395 8.63%
Holding current value
$351,982
Previous $328,000 7.62%
% of portfolio
0.14%
Previous 0.12%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
BUY
$94.84 - $105.31 $27,788 - $30,855
293 Added 8.63%
3,688 $353,000
Q4 2024

Jan 21, 2025
BUY
$89.66 - $102.16 $2,689 - $3,064
30 Added 0.89%
3,395 $328,000
Q3 2024

Oct 09, 2024
BUY
$82.16 - $90.4 $64,906 - $71,416
790 Added 30.68%
3,365 $304,000
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

# of Institutions
1,193
Shares Held
186M
Call Options Held
3.62M
Put Options Held
4.64M
View Full List

About SELECT SECTOR SPDR TR COMMUNIC

XLC Quotes by TradingView
  • 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.

Choose your preferred platform and Sign Up 👇 Telegram Email