Insight Wealth Strategies, LLC XLC Holdings History
Insight Wealth Strategies, LLC's Communication Services Select Sector SPDR Fund Holding Summary
As of 2025-06-30, Insight Wealth Strategies, LLC held 106,578.00 shares of Communication Services Select Sector SPDR Fund(XLC), totaling $11.48 Mil. This investment constitutes 1.45% of their stock portfolio, and Insight Wealth Strategies, LLC now holds 0.05% of the outstanding Communication Services Select Sector SPDR Fund(XLC) stock.
The initial trade took place in 2023Q4. And since then Insight Wealth Strategies, LLC has made 2 purchases of XLC, at an average price of $80.61, for a total of 267,895.00 shares. In addition, there have been 3 sales at an average price of $82.06 for 161,317.00 shares. Based on historical transaction data and XLC's current price of $107.05, Insight Wealth Strategies, LLC's estimated gain on his XLC holdings is $3.05 Mil, reflecting a 14.13% gain to date.
Insight Wealth Strategies, LLC XLC ($107.05) Holding Chart
Insight Wealth Strategies, LLC XLC ($107.05) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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