All Square Wealth Management LLC Financial Sector Spdr Transaction History

All Square Wealth Management LLC

$174 Million
Q3 2024

A detailed history of All Square Wealth Management LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, All Square Wealth Management LLC holds 31 shares of XLF stock, worth $1,518. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 31 -0.0%

Holding current value

$1,518

Previous $1,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 27, 2023	SELL	$33.17 - $35.6 $26,469 - $28,408	-798 Reduced 96.26%	31 $1,000
Q3 2021 Nov 12, 2021	SELL	$35.11 - $39.0 $27,666 - $30,732	-788 Reduced 48.73%	829 $31,000
Q1 2021 May 11, 2021	BUY	$28.95 - $34.77 $22,812 - $27,398	788 Added 95.05%	1,617 $55,000
Q3 2020 Nov 16, 2020	BUY	$22.68 - $25.49 $8,754 - $9,839	386 Added 87.13%	829 $20,000
Q2 2020 Aug 11, 2020	BUY	$19.55 - $26.74 $8,054 - $11,016	412 Added 1329.03%	443 $10,000
Q1 2020 May 12, 2020	SELL	$17.66 - $31.17 $5,298 - $9,351	-300 Reduced 90.63%	31 $1,000
Q3 2018 Nov 02, 2018	SELL	N/A	-1,500 Reduced 81.92%	331 $9,000
Q1 2018 May 11, 2018	BUY	N/A	1,800 Added 5806.45%	1,831 $50,000
Q3 2017 Nov 06, 2017	BUY	N/A	31	31 $1,000

Others Institutions Holding XLF

# of Institutions

1,839

Shares Held

696M

Call Options Held

161M

Put Options Held

320M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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All Square Wealth Management LLC Financial Sector Spdr Transaction History