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 $3.5 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

31,420

Previous 29,524 6.42%

Holding current value

$3.5 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

1,304

Shares Held

210M

Call Options Held

1.73M

Put Options Held

2.03M

View Full List

About SELECT SECTOR SPDR TR COMMUNIC

Ticker XLC
Sector ETFs
Industry ETFs

More about XLC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Transform Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Transform Wealth, LLC with notifications on news.

Account

Transform Wealth, LLC Select Sector Spdr Tr Communic Transaction History