A detailed history of Appleton Partners Inc transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Appleton Partners Inc holds 2,875 shares of XLB stock, worth $250,872. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,875
Previous 2,644 8.74%
Holding current value
$250,872
Previous $246,000 3.25%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 02, 2024

BUY
$88.28 - $93.06 $20,392 - $21,496
231 Added 8.74%
2,875 $254,000
Q1 2024

Apr 01, 2024

SELL
$80.98 - $92.89 $122,684 - $140,728
-1,515 Reduced 36.43%
2,644 $246,000
Q4 2023

Jan 02, 2024

SELL
$74.46 - $86.21 $48,026 - $55,605
-645 Reduced 13.43%
4,159 $356,000
Q3 2023

Oct 03, 2023

SELL
$77.84 - $85.72 $38,920 - $42,860
-500 Reduced 9.43%
4,804 $377,000
Q2 2023

Jul 10, 2023

SELL
$75.02 - $82.87 $452,595 - $499,954
-6,033 Reduced 53.22%
5,304 $440,000
Q1 2023

Apr 10, 2023

BUY
$75.51 - $85.21 $599,926 - $676,993
7,945 Added 234.23%
11,337 $914,000
Q4 2022

Jan 19, 2023

SELL
$73.78 - $83.76 $4,426 - $5,025
-60 Reduced 1.74%
3,392 $264,000
Q3 2022

Oct 27, 2022

SELL
N/A
-15 Reduced 0.43%
3,452 $235,000
Q2 2022

Jul 08, 2022

BUY
N/A
3,467 New
3,467 $255,000

Others Institutions Holding XLB

About SELECT SECTOR SPDR FD-MATERIAL


  • Ticker XLB
  • Sector ETFs
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More about XLB
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