A detailed history of Baystate Wealth Management LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Baystate Wealth Management LLC holds 49 shares of XLI stock, worth $6,989. This represents 0.0% of its overall portfolio holdings.

Number of Shares
49
Previous 21 133.33%
Holding current value
$6,989
Previous $2,000 150.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024

BUY
$96.44 - $114.13 $2,700 - $3,195
28 Added 133.33%
49 $5,000
Q2 2023

Sep 21, 2023

SELL
$96.85 - $107.32 $542,553 - $601,206
-5,602 Reduced 99.63%
21 $2,000
Q2 2023

Aug 02, 2023

BUY
$96.85 - $107.32 $544,587 - $603,460
5,623 New
5,623 $603,000
Q2 2018

Jul 17, 2018

SELL
N/A
-62 Closed
0 $0
Q1 2018

Apr 24, 2018

BUY
N/A
62 New
62 $5,000

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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