A detailed history of Iams Wealth Management, LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Iams Wealth Management, LLC holds 7,069 shares of XLC stock, worth $676,786. This represents 0.31% of its overall portfolio holdings.

Number of Shares
7,069
Previous 7,625 7.29%
Holding current value
$676,786
Previous $738 Million 7.64%
% of portfolio
0.31%
Previous 0.34%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025

SELL
$94.84 - $105.31 $52,731 - $58,552
-556 Reduced 7.29%
7,069 $682 Million
Q4 2024

Jan 23, 2025

BUY
$89.66 - $102.16 $126,420 - $144,045
1,410 Added 22.69%
7,625 $738 Million
Q3 2024

Oct 11, 2024

BUY
$82.16 - $90.4 $510,624 - $561,836
6,215 New
6,215 $562 Million

Others Institutions Holding XLC

About SELECT SECTOR SPDR TR COMMUNIC


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

Track Iams Wealth Management, LLC Portfolio

Follow Iams Wealth Management, LLC 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 Iams Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iams Wealth Management, LLC with notifications on news.