Simplicity Wealth,Llc Select Sector Spdr Tr Communic Transaction History

Simplicity Wealth,Llc

$461 Million
Q4 2024

A detailed history of Simplicity Wealth,Llc transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Simplicity Wealth,Llc holds 10,145 shares of XLC stock, worth $1.03 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

10,145

Previous 19,552 48.11%

Holding current value

$1.03 Million

Previous $1.77 Million 44.43%

% of portfolio

0.21%

Previous 0.17%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$89.66 - $102.16 $843,431 - $961,019	-9,407 Reduced 48.11%	10,145 $982,000
Q3 2024 Oct 09, 2024	SELL	$82.16 - $90.4 $226,350 - $249,052	-2,755 Reduced 12.35%	19,552 $1.77 Million
Q2 2024 Jul 10, 2024	BUY	$77.86 - $86.45 $394,205 - $437,696	5,063 Added 29.36%	22,307 $1.91 Million
Q1 2024 Apr 24, 2024	BUY	$71.74 - $81.82 $558,854 - $637,377	7,790 Added 82.4%	17,244 $1.41 Million
Q4 2023 Jan 29, 2024	BUY	$63.09 - $73.1 $596,452 - $691,087	9,454 New	9,454 $686,000
Q3 2022 Oct 12, 2022	SELL	$47.89 - $59.89 $8,045 - $10,061	-168 Reduced 1.57%	10,534 $504,000
Q2 2022 Jul 19, 2022	SELL	$53.08 - $71.2 $915,417 - $1.23 Million	-17,246 Reduced 61.71%	10,702 $581,000
Q1 2022 May 20, 2022	SELL	$63.62 - $78.22 $1.68 Million - $2.06 Million	-26,357 Reduced 48.54%	27,948 $1.92 Million
Q4 2021 Feb 25, 2022	BUY	$73.63 - $82.12 $4 Million - $4.46 Million	54,305 New	54,305 $4.22 Million

Others Institutions Holding XLC

# of Institutions

1,161

Shares Held

184M

Call Options Held

3.62M

Put Options Held

4.64M

View Full List

About SELECT SECTOR SPDR TR COMMUNIC

Ticker XLC
Sector ETFs
Industry ETFs

More about XLC

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Simplicity Wealth,Llc Select Sector Spdr Tr Communic Transaction History