Measured Wealth Private Client Group, LLC XLC Holdings History
Measured Wealth Private Client Group, LLC's Communication Services Select Sector SPDR Fund Holding Summary
As of 2025-03-31, Measured Wealth Private Client Group, LLC held 69,480.00 shares of Communication Services Select Sector SPDR Fund(XLC), totaling $6.70 Mil. This investment constitutes 2.15% of their stock portfolio, and Measured Wealth Private Client Group, LLC now holds 0.03% of the outstanding Communication Services Select Sector SPDR Fund(XLC) stock.
The initial trade took place in 2023Q2. And since then Measured Wealth Private Client Group, LLC has made 3 purchases of XLC, at an average price of $91.71, for a total of 88,214.00 shares. In addition, there have been 3 sales at an average price of $78.27 for 18,734.00 shares. Based on historical transaction data and XLC's current price of $106.01, Measured Wealth Private Client Group, LLC's estimated gain on his XLC holdings is $742,151.38, reflecting a 9.17% gain to date.
Measured Wealth Private Client Group, LLC XLC ($106.01) Holding Chart
Measured Wealth Private Client Group, LLC XLC ($106.01) 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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