A detailed history of Bdo Wealth Advisors, LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 3,850 shares of XLB stock, worth $338,607. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,850
Previous 3,850 -0.0%
Holding current value
$338,607
Previous $310,000 2.9%
% of portfolio
0.04%
Previous 0.04%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 06, 2022

SELL
$79.77 - $90.53 $11,965 - $13,579
-150 Reduced 3.75%
3,850 $339,000
Q4 2021

Feb 11, 2022

SELL
$80.02 - $90.61 $12,003 - $13,591
-150 Reduced 3.61%
4,000 $362,000
Q3 2021

Nov 09, 2021

SELL
$79.11 - $86.51 $5,933 - $6,488
-75 Reduced 1.78%
4,150 $328,000
Q2 2021

Sep 03, 2021

SELL
$79.26 - $88.68 $31,704 - $35,472
-400 Reduced 8.65%
4,225 $348,000
Q1 2021

May 14, 2021

SELL
$70.64 - $79.69 $17,448 - $19,683
-247 Reduced 5.07%
4,625 $364,000
Q4 2020

Feb 12, 2021

BUY
$61.94 - $72.39 $12,202 - $14,260
197 Added 4.21%
4,872 $353,000
Q2 2020

Aug 14, 2020

SELL
$42.61 - $59.91 $6,008 - $8,447
-141 Reduced 2.93%
4,675 $263,000
Q4 2019

Feb 14, 2020

SELL
$55.13 - $61.42 $7,166 - $7,984
-130 Reduced 2.63%
4,816 $296,000
Q3 2019

Nov 12, 2019

SELL
$56.94 - $59.14 $28,185 - $29,274
-495 Reduced 9.1%
4,946 $288,000
Q2 2019

Aug 09, 2019

SELL
N/A
-100 Reduced 1.8%
5,441 $318,000
Q4 2018

Feb 14, 2019

SELL
N/A
-400 Reduced 6.73%
5,541 $280,000
Q1 2018

May 23, 2018

SELL
N/A
-750 Reduced 11.21%
5,941 $338,000
Q4 2017

Feb 14, 2018

SELL
N/A
-75 Reduced 1.11%
6,691 $405,000
Q3 2017

Nov 08, 2017

BUY
N/A
6,766
6,766 $384,000

Others Institutions Holding XLB

About SELECT SECTOR SPDR FD-MATERIAL


  • Ticker XLB
  • Sector ETFs
  • Industry ETFs
More about XLB
Track This Portfolio

Track Bdo Wealth Advisors, LLC Portfolio

Follow Bdo Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bdo Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bdo Wealth Advisors, LLC with notifications on news.