Wealthpoint, LLC Select Sector Spdr Tr Communic Transaction History

Wealthpoint, LLC

$247 Million
Q3 2023

A detailed history of Wealthpoint, LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Wealthpoint, LLC holds 55,512 shares of XLC stock, worth $5.28 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares

55,512

Previous 55,676 0.29%

Holding current value

$5.28 Million

Previous $3.62 Million 0.44%

% of portfolio

1.47%

Previous 1.33%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 12, 2023	SELL	$64.88 - $68.81 $10,640 - $11,284	-164 Reduced 0.29%	55,512 $3.64 Million
Q2 2023 Jul 24, 2023	BUY	$56.13 - $65.3 $196,342 - $228,419	3,498 Added 6.7%	55,676 $3.62 Million
Q1 2023 Apr 20, 2023	BUY	$48.61 - $59.39 $137,809 - $168,370	2,835 Added 5.75%	52,178 $3.02 Million
Q4 2022 Jan 24, 2023	BUY	$45.41 - $51.94 $514,858 - $588,895	11,338 Added 29.83%	49,343 $0
Q3 2022 Oct 18, 2022	BUY	$47.89 - $59.89 $353,763 - $442,407	7,387 Added 24.13%	38,005 $1.82 Million
Q2 2022 Jul 18, 2022	BUY	$53.08 - $71.2 $279,784 - $375,295	5,271 Added 20.8%	30,618 $1.66 Million
Q1 2022 Apr 27, 2022	BUY	$63.62 - $78.22 $169,101 - $207,908	2,658 Added 11.71%	25,347 $1.74 Million
Q4 2021 Feb 11, 2022	BUY	$73.63 - $82.12 $1.19 Million - $1.33 Million	16,225 Added 251.01%	22,689 $1.76 Million
Q3 2021 Nov 01, 2021	BUY	$79.63 - $86.05 $18,314 - $19,791	230 Added 3.69%	6,464 $518,000
Q2 2021 Jul 26, 2021	BUY	$74.58 - $81.56 $68,986 - $75,443	925 Added 17.42%	6,234 $505,000
Q1 2021 Apr 27, 2021	BUY	$65.08 - $76.02 $85,059 - $99,358	1,307 Added 32.66%	5,309 $389,000
Q4 2020 Feb 08, 2021	BUY	$58.74 - $67.48 $235,077 - $270,054	4,002 New	4,002 $270,000
Q1 2019 May 16, 2019	SELL	N/A	-223 Closed	0 $0
Q4 2018 Feb 15, 2019	BUY	N/A	223 New	223 $9,000

Others Institutions Holding XLC

# of Institutions

1,061

Shares Held

179M

Call Options Held

2.59M

Put Options Held

2.75M

View Full List

About SELECT SECTOR SPDR TR COMMUNIC

Ticker XLC
Sector ETFs
Industry ETFs

More about XLC

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