Valeo Financial Advisors, LLC Select Sector Spdr Tr Communic Transaction History

Valeo Financial Advisors, LLC

  • $3.97 Billion
  • Q4 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 8,208 shares of XLC stock, worth $833,194. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,208
Previous 11,243 26.99%
Holding current value
$833,194
Previous $1.02 Million 21.85%
% of portfolio
0.02%
Previous 0.03%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
$89.66 - $102.16 $272,118 - $310,055
-3,035 Reduced 26.99%
8,208 $794,000
Q3 2024

Oct 10, 2024
SELL
$82.16 - $90.4 $76,244 - $83,891
-928 Reduced 7.62%
11,243 $1.02 Million
Q2 2024

Jul 10, 2024
BUY
$77.86 - $86.45 $279,517 - $310,355
3,590 Added 41.84%
12,171 $1.04 Million
Q1 2024

Apr 25, 2024
SELL
$71.74 - $81.82 $789 - $900
-11 Reduced 0.13%
8,581 $700,000
Q1 2024

Apr 19, 2024
BUY
$71.74 - $81.82 $109,403 - $124,775
1,525 Added 21.58%
8,592 $701,000
Q4 2023

Jan 29, 2024
BUY
$63.09 - $73.1 $67,884 - $78,655
1,076 Added 17.96%
7,067 $513,000
Q2 2023

Jul 14, 2023
SELL
$56.13 - $65.3 $147,678 - $171,804
-2,631 Reduced 30.51%
5,991 $389,000
Q1 2023

Apr 17, 2023
BUY
$48.61 - $59.39 $155,357 - $189,810
3,196 Added 58.9%
8,622 $499,000
Q4 2022

Feb 09, 2023
BUY
$45.41 - $51.94 $4,450 - $5,090
98 Added 1.84%
5,426 $260,000
Q3 2022

Oct 31, 2022
BUY
$47.89 - $59.89 $43,675 - $54,619
912 Added 20.65%
5,328 $255,000
Q2 2022

Aug 03, 2022
SELL
$53.08 - $71.2 $689,774 - $925,244
-12,995 Reduced 74.64%
4,416 $240,000
Q1 2022

Apr 28, 2022
BUY
$63.62 - $78.22 $190,541 - $234,268
2,995 Added 20.78%
17,411 $1.2 Million
Q4 2021

Jan 07, 2022
BUY
$73.63 - $82.12 $6,700 - $7,472
91 Added 0.64%
14,416 $1.12 Million
Q1 2021

Apr 12, 2021
SELL
$65.08 - $76.02 $5,727 - $6,689
-88 Reduced 0.61%
14,325 $1.05 Million
Q4 2020

Feb 11, 2021
BUY
$58.74 - $67.48 $5,169 - $5,938
88 Added 0.61%
14,413 $973,000
Q3 2020

Oct 28, 2020
SELL
$55.2 - $65.14 $63,921 - $75,432
-1,158 Reduced 7.48%
14,325 $851,000
Q2 2020

Jul 20, 2020
BUY
$42.15 - $56.55 $45,690 - $61,300
1,084 Added 7.53%
15,483 $837,000
Q1 2020

Apr 13, 2020
BUY
$40.22 - $57.58 $539,752 - $772,723
13,420 Added 1370.79%
14,399 $670,000
Q3 2019

Oct 15, 2019
SELL
$49.27 - $51.38 $640 - $667
-13 Reduced 1.31%
979 $48,000
Q2 2019

Jul 10, 2019
BUY
N/A
42 Added 4.42%
992 $49,000
Q4 2018

Jan 30, 2019
BUY
N/A
950 New
950 $39,000

Others Institutions Holding XLC

# of Institutions
1,158
Shares Held
184M
Call Options Held
3.62M
Put Options Held
4.64M
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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