A detailed history of Mission Wealth Management, LP transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Mission Wealth Management, LP holds 4,270 shares of XLC stock, worth $417,179. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,270
Previous 2,669 59.99%
Holding current value
$417,179
Previous $228,000 69.3%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$82.16 - $90.4 $131,538 - $144,730
1,601 Added 59.99%
4,270 $386,000
Q2 2024

Aug 02, 2024

SELL
$77.86 - $86.45 $2,335 - $2,593
-30 Reduced 1.11%
2,669 $228,000
Q1 2024

Apr 30, 2024

BUY
$71.74 - $81.82 $193,626 - $220,832
2,699 New
2,699 $220,000

Others Institutions Holding XLC

About SELECT SECTOR SPDR TR COMMUNIC


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

Track Mission Wealth Management, LP Portfolio

Follow Mission Wealth Management, LP 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 Mission Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Mission Wealth Management, LP with notifications on news.