Zimmermann Investment Management & Planning LLC Select Sector Spdr Tr Communic Transaction History

Zimmermann Investment Management & Planning LLC

$287 Million
Q3 2024

A detailed history of Zimmermann Investment Management & Planning LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Zimmermann Investment Management & Planning LLC holds 8,360 shares of XLC stock, worth $818,778. This represents 0.26% of its overall portfolio holdings.

Number of Shares

8,360

Previous 40,903 79.56%

Holding current value

$818,778

Previous $3.5 Million 78.45%

% of portfolio

0.26%

Previous 1.24%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$82.16 - $90.4 $2.67 Million - $2.94 Million	-32,543 Reduced 79.56%	8,360 $755,000
Q2 2024 Jul 26, 2024	SELL	$77.86 - $86.45 $130,882 - $145,322	-1,681 Reduced 3.95%	40,903 $3.5 Million
Q1 2024 Apr 22, 2024	SELL	$71.74 - $81.82 $393,063 - $448,291	-5,479 Reduced 11.4%	42,584 $3.48 Million
Q4 2023 Jan 22, 2024	BUY	$63.09 - $73.1 $329,455 - $381,728	5,222 Added 12.19%	48,063 $3.49 Million
Q3 2023 Oct 31, 2023	BUY	$64.88 - $68.81 $2.78 Million - $2.95 Million	42,841 New	42,841 $2.81 Million

Others Institutions Holding XLC

# of Institutions

1,066

Shares Held

179M

Call Options Held

2.59M

Put Options Held

2.75M

View Full List

About SELECT SECTOR SPDR TR COMMUNIC

Ticker XLC
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Zimmermann Investment Management & Planning LLC Select Sector Spdr Tr Communic Transaction History