Xcel Wealth Management, LLC Select Sector Spdr Tr Communic Transaction History

Xcel Wealth Management, LLC

$338 Million
Q3 2024

A detailed history of Xcel Wealth Management, LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 5,163 shares of XLC stock, worth $506,851. This represents 0.14% of its overall portfolio holdings.

Number of Shares

5,163

Previous 5,163 -0.0%

Holding current value

$506,851

Previous $442,000 5.43%

% of portfolio

0.14%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	BUY	$71.74 - $81.82 $4,519 - $5,154	63 Added 1.24%	5,163 $421,000
Q4 2021 Feb 03, 2022	SELL	$73.63 - $82.12 $1,693 - $1,888	-23 Reduced 0.45%	5,100 $396,000
Q2 2021 Jul 15, 2021	SELL	$74.58 - $81.56 $39,005 - $42,655	-523 Reduced 9.26%	5,123 $415,000
Q1 2021 Apr 15, 2021	BUY	$65.08 - $76.02 $1,496 - $1,748	23 Added 0.41%	5,646 $414,000
Q4 2020 Jan 13, 2021	SELL	$58.74 - $67.48 $1,938 - $2,226	-33 Reduced 0.58%	5,623 $379,000
Q2 2020 Jul 10, 2020	BUY	$42.15 - $56.55 $238,400 - $319,846	5,656 New	5,656 $305,000
Q1 2020 Apr 07, 2020	SELL	$40.22 - $57.58 $160,880 - $230,320	-4,000 Closed	0 $0
Q4 2019 Jan 09, 2020	BUY	$48.28 - $54.19 $193,120 - $216,760	4,000 New	4,000 $214,000

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
Sector ETFs
Industry ETFs

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Xcel Wealth Management, LLC Select Sector Spdr Tr Communic Transaction History