Mark Sheptoff Financial Planning, LLC Select Sector Spdr Tr Communic Transaction History

Mark Sheptoff Financial Planning, LLC

  • $186 Million
  • Q3 2024

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 214 shares of XLC stock, worth $20,362. This represents 0.01% of its overall portfolio holdings.

Number of Shares
214
Previous 214 -0.0%
Holding current value
$20,362
Previous $18,000 5.56%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 12, 2024
BUY
$77.86 - $86.45 $16,662 - $18,500
214 New
214 $18,000
Q4 2022

Feb 14, 2023
BUY
$45.41 - $51.94 $16,120 - $18,438
355 New
355 $17,000
Q4 2019

Feb 10, 2020
SELL
$48.28 - $54.19 $1,303 - $1,463
-27 Closed
0 $0
Q1 2019

May 10, 2019
BUY
N/A
27 New
27 $1,000

Others Institutions Holding XLC

# of Institutions
1,061
Shares Held
179M
Call Options Held
2.59M
Put Options Held
2.75M
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 Mark Sheptoff Financial Planning, LLC Portfolio

Follow Mark Sheptoff Financial Planning, 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 Mark Sheptoff Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mark Sheptoff Financial Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email