WorthPointe, LLC XLC Holdings History
WorthPointe, LLC's Communication Services Select Sector SPDR Fund Holding Summary
As of 2025-03-31, WorthPointe, LLC held 10,595.00 shares of Communication Services Select Sector SPDR Fund(XLC), totaling $1.02 Mil. This investment constitutes 0.46% of their stock portfolio, and WorthPointe, LLC now holds 0% of the outstanding Communication Services Select Sector SPDR Fund(XLC) stock.
The initial trade took place in 2023Q2. And since then WorthPointe, LLC has made 3 purchases of XLC, at an average price of $79.94, for a total of 35,423.00 shares. In addition, there have been 4 sales at an average price of $84.43 for 24,828.00 shares. Based on historical transaction data and XLC's current price of $107.86, WorthPointe, LLC's estimated gain on his XLC holdings is $407,439.03, reflecting a 14.39% gain to date.
WorthPointe, LLC XLC ($107.86) Holding Chart
WorthPointe, LLC XLC ($107.86) 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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