A detailed history of Appleton Partners Inc transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Appleton Partners Inc holds 10,851 shares of XLC stock, worth $1.01 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
10,851
Previous 12,077 10.15%
Holding current value
$1.01 Million
Previous $1.04 Million 5.22%
% of portfolio
0.07%
Previous 0.08%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 01, 2024

SELL
$82.16 - $90.4 $100,728 - $110,830
-1,226 Reduced 10.15%
10,851 $981,000
Q2 2024

Jul 02, 2024

SELL
$77.86 - $86.45 $47,416 - $52,648
-609 Reduced 4.8%
12,077 $1.04 Million
Q1 2024

Apr 01, 2024

BUY
$71.74 - $81.82 $23,745 - $27,082
331 Added 2.68%
12,686 $1.04 Million
Q4 2023

Jan 02, 2024

SELL
$63.09 - $73.1 $15,141 - $17,544
-240 Reduced 1.91%
12,355 $898,000
Q3 2023

Oct 03, 2023

BUY
$64.88 - $68.81 $16,219 - $17,202
250 Added 2.03%
12,595 $826,000
Q2 2023

Jul 10, 2023

BUY
$56.13 - $65.3 $78,301 - $91,093
1,395 Added 12.74%
12,345 $803,000
Q1 2023

Apr 10, 2023

SELL
$48.61 - $59.39 $2,236 - $2,731
-46 Reduced 0.42%
10,950 $635,000
Q4 2022

Jan 19, 2023

BUY
$45.41 - $51.94 $147,854 - $169,116
3,256 Added 42.07%
10,996 $528,000
Q3 2022

Oct 27, 2022

BUY
$47.89 - $59.89 $55,791 - $69,771
1,165 Added 17.72%
7,740 $371,000
Q2 2022

Jul 08, 2022

BUY
$53.08 - $71.2 $73,462 - $98,540
1,384 Added 26.66%
6,575 $357,000
Q1 2022

Apr 05, 2022

BUY
$63.62 - $78.22 $64,637 - $79,471
1,016 Added 24.34%
5,191 $357,000
Q4 2021

Feb 03, 2022

BUY
$73.63 - $82.12 $307,405 - $342,851
4,175 New
4,175 $324,000

Others Institutions Holding XLC

About SELECT SECTOR SPDR TR COMMUNIC


  • Ticker XLC
  • Sector ETFs
  • Industry ETFs
More about XLC
Track This Portfolio

Track Appleton Partners Inc Portfolio

Follow Appleton Partners Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Appleton Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Appleton Partners Inc with notifications on news.