Whalen Wealth Management Inc. Select Sector Spdr Tr Communic Transaction History

Whalen Wealth Management Inc.

  • $135 Billion
  • Q1 2024

A detailed history of Whalen Wealth Management Inc. transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 4,687 shares of XLC stock, worth $403,503. This represents 0.28% of its overall portfolio holdings.

Number of Shares
4,687
Previous 4,017 16.68%
Holding current value
$403,503
Previous $292 Million 31.13%
% of portfolio
0.28%
Previous 0.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024
BUY
$71.74 - $81.82 $48,065 - $54,819
670 Added 16.68%
4,687 $383 Million
Q4 2023

Feb 13, 2024
BUY
$63.09 - $73.1 $253,432 - $293,642
4,017 New
4,017 $292 Million

Others Institutions Holding XLC

# of Institutions
980
Shares Held
197M
Call Options Held
1.9M
Put Options Held
3.86M
View Full List

About SELECT SECTOR SPDR TR COMMUNIC

XLC Quotes by TradingView
  • Ticker XLC
  • Sector ETFs
  • Industry ETFs
More about XLC
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