IronBridge Private Wealth, LLC XLC Holdings History
IronBridge Private Wealth, LLC's Communication Services Select Sector SPDR Fund Holding Summary
As of 2025-03-31, IronBridge Private Wealth, LLC held 35,675.00 shares of Communication Services Select Sector SPDR Fund(XLC), totaling $3.44 Mil. This investment constitutes 1.36% of their stock portfolio, and IronBridge Private Wealth, LLC now holds 0.02% of the outstanding Communication Services Select Sector SPDR Fund(XLC) stock.
The initial trade took place in 2021Q1. And since then IronBridge Private Wealth, LLC has made 5 purchases of XLC, at an average price of $76.11, for a total of 187,842.00 shares. In addition, there have been 2 sales at an average price of $80.48 for 152,167.00 shares. Based on historical transaction data and XLC's current price of $106.19, IronBridge Private Wealth, LLC's estimated gain on his XLC holdings is $1.74 Mil, reflecting a 12.15% gain to date.
IronBridge Private Wealth, LLC XLC ($106.19) Holding Chart
IronBridge Private Wealth, LLC XLC ($106.19) 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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