Sound View Wealth Advisors Group, LLC Select Sector Spdr Tr Communic Transaction History

Sound View Wealth Advisors Group, LLC

$1.23 Billion
Q4 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 4,717 shares of XLC stock, worth $492,690. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,717

Previous 4,229 11.54%

Holding current value

$492,690

Previous $382,000 19.37%

% of portfolio

0.04%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$89.66 - $102.16 $43,754 - $49,854	488 Added 11.54%	4,717 $456,000
Q3 2024 Nov 12, 2024	BUY	$82.16 - $90.4 $1,643 - $1,808	20 Added 0.48%	4,229 $382,000
Q2 2024 Aug 05, 2024	BUY	$77.86 - $86.45 $3,347 - $3,717	43 Added 1.03%	4,209 $360,000
Q1 2024 May 09, 2024	SELL	$71.74 - $81.82 $3,586 - $4,090	-50 Reduced 1.19%	4,166 $340,000
Q4 2023 Feb 08, 2024	BUY	$63.09 - $73.1 $2,460 - $2,850	39 Added 0.93%	4,216 $306,000
Q3 2023 Nov 07, 2023	BUY	$64.88 - $68.81 $13,689 - $14,518	211 Added 5.32%	4,177 $273,000
Q2 2023 Aug 08, 2023	BUY	$56.13 - $65.3 $222,611 - $258,979	3,966 New	3,966 $258,000

Others Institutions Holding XLC

# of Institutions

1,158

Shares Held

184M

Call Options Held

3.62M

Put Options Held

4.64M

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About SELECT SECTOR SPDR TR COMMUNIC

Ticker XLC
Sector ETFs
Industry ETFs

More about XLC

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Sound View Wealth Advisors Group, LLC Select Sector Spdr Tr Communic Transaction History