Avitas Wealth Management LLC Select Sector Spdr Fd Material Transaction History

Avitas Wealth Management LLC

  • $651 Million
  • Q1 2024

A detailed history of Avitas Wealth Management LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Avitas Wealth Management LLC holds 3,420 shares of XLB stock, worth $301,507. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,420
Previous 3,501 2.31%
Holding current value
$301,507
Previous $299,000 6.02%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Apr 24, 2024
SELL
$80.98 - $92.89 $6,559 - $7,524
-81 Reduced 2.31%
3,420 $317,000
Q4 2023

Jan 24, 2024
BUY
$74.46 - $86.21 $2,308 - $2,672
31 Added 0.89%
3,501 $299,000
Q3 2023

Nov 02, 2023
SELL
$77.84 - $85.72 $60,870 - $67,033
-782 Reduced 18.39%
3,470 $272,000
Q2 2023

Jul 18, 2023
BUY
$75.02 - $82.87 $3,525 - $3,894
47 Added 1.12%
4,252 $352,000
Q1 2023

May 15, 2023
BUY
$75.51 - $85.21 $10,722 - $12,099
142 Added 3.49%
4,205 $339,000
Q4 2022

Jan 10, 2023
BUY
$73.78 - $83.76 $19,625 - $22,280
266 Added 7.01%
4,063 $0
Q3 2022

Oct 27, 2022
BUY
N/A
90 Added 2.43%
3,797 $258,000
Q2 2022

Jul 29, 2022
BUY
N/A
1,208 Added 48.34%
3,707 $273,000
Q1 2022

Apr 28, 2022
SELL
N/A
-826 Reduced 24.84%
2,499 $220,000
Q4 2021

Jan 26, 2022
SELL
N/A
-62 Reduced 1.83%
3,325 $301,000
Q3 2021

Oct 28, 2021
SELL
N/A
-170 Reduced 4.78%
3,387 $268,000
Q2 2021

Jul 12, 2021
BUY
N/A
36 Added 1.02%
3,557 $293,000
Q1 2021

May 13, 2021
SELL
N/A
-58 Reduced 1.62%
3,521 $277,000
Q4 2020

Feb 26, 2021
BUY
N/A
380 Added 11.88%
3,579 $259,000
Q3 2020

Oct 06, 2020
BUY
N/A
3,199 New
3,199 $204,000
Q1 2020

May 13, 2020
SELL
N/A
-6,239 Closed
0 $0
Q4 2019

Feb 13, 2020
SELL
N/A
-57 Reduced 0.91%
6,239 $383,000
Q3 2019

Oct 18, 2019
SELL
N/A
-114 Reduced 1.78%
6,296 $366,000
Q2 2019

Jul 23, 2019
BUY
N/A
158 Added 2.53%
6,410 $375,000
Q1 2019

May 01, 2019
BUY
N/A
15 Added 0.24%
6,252 $347,000
Q4 2018

Feb 08, 2019
BUY
N/A
243 Added 4.05%
6,237 $315,000
Q3 2018

Nov 13, 2018
SELL
N/A
-50 Reduced 0.83%
5,994 $347,000
Q2 2018

Aug 13, 2018
BUY
N/A
6,044 New
6,044 $351,000

Others Institutions Holding XLB

# of Institutions
891
Shares Held
51.8M
Call Options Held
3.68M
Put Options Held
6.29M
View Full List

About SELECT SECTOR SPDR FD-MATERIAL

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