Moulton Wealth Management, Inc Select Sector Spdr Tr Communic Transaction History

Moulton Wealth Management, Inc

$129 Million
Q4 2024

A detailed history of Moulton Wealth Management, Inc transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 21,704 shares of XLC stock, worth $2.21 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares

21,704

Previous 10,566 105.41%

Holding current value

$2.21 Million

Previous $955,000 120.0%

% of portfolio

1.63%

Previous 0.81%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$89.66 - $102.16 $998,633 - $1.14 Million	11,138 Added 105.41%	21,704 $2.1 Million
Q3 2024 Oct 17, 2024	BUY	$82.16 - $90.4 $868,102 - $955,166	10,566 New	10,566 $955,000
Q4 2021 Jan 12, 2022	SELL	$73.63 - $82.12 $2.17 Million - $2.41 Million	-29,408 Closed	0 $0
Q3 2021 Oct 12, 2021	BUY	$79.63 - $86.05 $2.34 Million - $2.53 Million	29,408 New	29,408 $2.4 Million
Q2 2021 Jul 20, 2021	SELL	$74.58 - $81.56 $5.34 Million - $5.84 Million	-71,588 Closed	0 $0
Q1 2021 Apr 08, 2021	BUY	$65.08 - $76.02 $4.66 Million - $5.44 Million	71,588 New	71,588 $5.47 Million

Others Institutions Holding XLC

# of Institutions

1,159

Shares Held

184M

Call Options Held

3.62M

Put Options Held

4.64M

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About SELECT SECTOR SPDR TR COMMUNIC

Ticker XLC
Sector ETFs
Industry ETFs

More about XLC

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Moulton Wealth Management, Inc Select Sector Spdr Tr Communic Transaction History