Alterna Wealth Management, Inc Financial Sector Spdr Transaction History

Alterna Wealth Management, Inc

  • $102 Million
  • Q1 2024

A detailed history of Alterna Wealth Management, Inc transactions in Financial Sector Spdr stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 26,097 shares of XLF stock, worth $1.08 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
26,097
Previous 25,660 1.7%
Holding current value
$1.08 Million
Previous $964,000 14.0%
% of portfolio
1.08%
Previous 1.16%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$37.27 - $42.12 $16,286 - $18,406
437 Added 1.7%
26,097 $1.1 Million
Q4 2023

Feb 06, 2024
SELL
$31.45 - $37.72 $1,855 - $2,225
-59 Reduced 0.23%
25,660 $964,000
Q3 2023

Nov 13, 2023
SELL
$33.17 - $35.6 $34,397 - $36,917
-1,037 Reduced 3.88%
25,719 $853,000
Q2 2023

Aug 10, 2023
SELL
$31.55 - $33.71 $54,139 - $57,846
-1,716 Reduced 6.03%
26,756 $901,000
Q1 2023

May 26, 2023
SELL
$30.98 - $37.0 $391,835 - $467,976
-12,648 Reduced 30.76%
28,472 $915,000
Q4 2022

Feb 13, 2023
SELL
$33.4 - $36.31 $15,330 - $16,666
-459 Reduced 1.1%
41,120 $1.41 Million
Q3 2022

Nov 09, 2022
SELL
N/A
-10,943 Reduced 20.84%
41,579 $1.26 Million
Q2 2022

Aug 12, 2022
BUY
N/A
85 Added 0.16%
52,522 $1.65 Million
Q1 2022

May 12, 2022
BUY
N/A
13,201 Added 33.65%
52,437 $2.01 Million
Q4 2021

Feb 10, 2022
BUY
N/A
20,955 Added 114.63%
39,236 $1.53 Million
Q4 2020

Feb 11, 2021
BUY
N/A
5,867 Added 47.26%
18,281 $539,000
Q3 2020

Oct 19, 2020
SELL
N/A
-112 Reduced 0.89%
12,414 $299,000
Q2 2020

Jul 27, 2020
BUY
N/A
12,526 New
12,526 $290,000
Q4 2019

Jan 27, 2020
SELL
N/A
-26,893 Closed
0 $0
Q3 2019

Nov 12, 2019
BUY
N/A
26,893 New
26,893 $753,000

Others Institutions Holding XLF

# of Institutions
1,727
Shares Held
701M
Call Options Held
167M
Put Options Held
296M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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