Transform Wealth, LLC Select Sector Spdr Tr Communic Transaction History

Transform Wealth, LLC

$1.6 Billion
Q1 2025

A detailed history of Transform Wealth, LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Transform Wealth, LLC holds 31,420 shares of XLC stock, worth $3.59 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

31,420

Previous 29,524 6.42%

Holding current value

$3.59 Million

Previous $2.86 Million 5.25%

% of portfolio

0.19%

Previous 0.16%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$94.84 - $105.31 $179,816 - $199,667	1,896 Added 6.42%	31,420 $3.01 Million
Q4 2024 Jan 16, 2025	BUY	$89.66 - $102.16 $35,684 - $40,659	398 Added 1.37%	29,524 $2.86 Million
Q3 2024 Oct 15, 2024	BUY	$82.16 - $90.4 $2.39 Million - $2.63 Million	29,126 New	29,126 $2.63 Million
Q2 2022 Jul 15, 2022	SELL	$53.08 - $71.2 $38,483 - $51,620	-725 Reduced 14.61%	4,238 $230,000
Q1 2022 Apr 25, 2022	SELL	$63.62 - $78.22 $132,456 - $162,854	-2,082 Reduced 29.55%	4,963 $341,000
Q4 2021 Jan 26, 2022	BUY	$73.63 - $82.12 $63,469 - $70,787	862 Added 13.94%	7,045 $547,000
Q3 2021 Oct 15, 2021	BUY	$79.63 - $86.05 $52,396 - $56,620	658 Added 11.91%	6,183 $495,000
Q2 2021 Jul 20, 2021	SELL	$74.58 - $81.56 $58,470 - $63,943	-784 Reduced 12.43%	5,525 $447,000
Q1 2021 Apr 22, 2021	SELL	$65.08 - $76.02 $29,806 - $34,817	-458 Reduced 6.77%	6,309 $463,000
Q4 2020 Jan 20, 2021	SELL	$58.74 - $67.48 $3.44 Million - $3.95 Million	-58,582 Reduced 89.64%	6,767 $457,000
Q3 2020 Oct 21, 2020	BUY	$55.2 - $65.14 $3.34 Million - $3.94 Million	60,418 Added 1225.27%	65,349 $3.88 Million
Q2 2020 Jul 22, 2020	BUY	$42.15 - $56.55 $207,841 - $278,848	4,931 New	4,931 $266,000
Q1 2020 Apr 30, 2020	SELL	$40.22 - $57.58 $165,666 - $237,172	-4,119 Closed	0 $0
Q4 2019 Jan 24, 2020	SELL	$48.28 - $54.19 $6,035 - $6,773	-125 Reduced 2.95%	4,119 $221,000
Q3 2019 Oct 24, 2019	SELL	$49.27 - $51.38 $241,275 - $251,607	-4,897 Reduced 53.57%	4,244 $210,000
Q2 2019 Jul 30, 2019	BUY	N/A	9,141 New	9,141 $450,000
Q4 2018 Jan 30, 2019	SELL	N/A	-84,144 Closed	0 $0
Q3 2018 Oct 25, 2018	BUY	N/A	84,144 New	84,144 $4.12 Million

Others Institutions Holding XLC

# of Institutions

1,264

Shares Held

204M

Call Options Held

1.76M

Put Options Held

2.1M

View Full List

About SELECT SECTOR SPDR TR COMMUNIC

Ticker XLC
Sector ETFs
Industry ETFs

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Transform Wealth, LLC Select Sector Spdr Tr Communic Transaction History