A detailed history of Beaumont Financial Advisors, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 17,663 shares of XLF stock, worth $737,430. This represents 0.07% of its overall portfolio holdings.

Number of Shares
17,663
Previous 20,933 15.62%
Holding current value
$737,430
Previous $787,000 5.59%
% of portfolio
0.07%
Previous 0.08%

Shares

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

May 10, 2024

SELL
$37.27 - $42.12 $121,872 - $137,732
-3,270 Reduced 15.62%
17,663 $743,000
Q4 2023

Jan 31, 2024

BUY
$31.45 - $37.72 $32,739 - $39,266
1,041 Added 5.23%
20,933 $787,000
Q3 2023

Nov 01, 2023

BUY
$33.17 - $35.6 $6,899 - $7,404
208 Added 1.06%
19,892 $659,000
Q2 2023

Aug 02, 2023

BUY
$31.55 - $33.71 $72,785 - $77,768
2,307 Added 13.28%
19,684 $663,000
Q4 2022

Jan 25, 2023

BUY
$33.4 - $36.31 $580,391 - $630,958
17,377 New
17,377 $0

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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