Beaumont Financial Partners, LLC Industrial Sector Spdr Transaction History

Beaumont Financial Partners, LLC

  • $1.04 Billion
  • Q3 2022

A detailed history of Beaumont Financial Partners, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Beaumont Financial Partners, LLC holds 2,680 shares of XLI stock, worth $371,474. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,680
Previous 2,680 -0.0%
Holding current value
$371,474
Previous $234,000 5.13%
% of portfolio
0.02%
Previous 0.02%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 04, 2022
SELL
$85.56 - $102.18 $5,903 - $7,050
-69 Reduced 2.51%
2,680 $234,000
Q1 2022

May 09, 2022
SELL
$95.6 - $107.05 $1.86 Million - $2.08 Million
-19,473 Reduced 87.63%
2,749 $283,000
Q4 2021

Feb 07, 2022
SELL
$98.64 - $107.12 $215,035 - $233,521
-2,180 Reduced 8.93%
22,222 $2.35 Million
Q3 2021

Nov 12, 2021
BUY
$97.84 - $105.53 $192,451 - $207,577
1,967 Added 8.77%
24,402 $2.39 Million
Q2 2021

Aug 04, 2021
SELL
$98.78 - $105.53 $5.83 Million - $6.23 Million
-59,048 Reduced 72.47%
22,435 $0
Q1 2021

May 04, 2021
SELL
$84.77 - $98.77 $1.31 Million - $1.53 Million
-15,481 Reduced 15.97%
81,483 $8.02 Million
Q4 2020

Feb 08, 2021
SELL
$74.87 - $89.65 $1.31 Million - $1.57 Million
-17,493 Reduced 15.28%
96,964 $8.59 Million
Q3 2020

Nov 02, 2020
BUY
$67.14 - $79.9 $6.37 Million - $7.58 Million
94,909 Added 485.52%
114,457 $8.81 Million
Q2 2020

Aug 05, 2020
BUY
$56.34 - $76.29 $1.1 Million - $1.49 Million
19,548 New
19,548 $1.34 Million
Q1 2020

May 08, 2020
SELL
$48.77 - $85.23 $10.5 Million - $18.4 Million
-215,337 Closed
0 $0
Q4 2019

Feb 06, 2020
SELL
$74.07 - $82.5 $3.05 Million - $3.4 Million
-41,222 Reduced 16.07%
215,337 $17.5 Million
Q3 2019

Nov 06, 2019
SELL
$77.22 - $79.35 $1.06 Million - $1.09 Million
-13,709 Reduced 5.07%
256,559 $0
Q2 2019

Aug 06, 2019
BUY
N/A
228,516 Added 547.32%
270,268 $20.9 Million
Q1 2019

May 06, 2019
BUY
N/A
37,391 Added 857.4%
41,752 $3.13 Million
Q4 2018

Feb 07, 2019
SELL
N/A
-53,983 Reduced 92.53%
4,361 $281,000
Q3 2018

Nov 02, 2018
BUY
N/A
44,997 Added 337.13%
58,344 $4.57 Million
Q2 2018

Aug 06, 2018
SELL
N/A
-90,598 Reduced 87.16%
13,347 $956,000
Q1 2018

May 11, 2018
BUY
N/A
47,235 Added 83.29%
103,945 $7.72 Million
Q4 2017

Feb 05, 2018
SELL
N/A
-8,893 Reduced 13.56%
56,710 $4.29 Million
Q3 2017

Oct 31, 2017
SELL
N/A
-2,384 Reduced 3.51%
65,603 $4.66 Million
Q2 2017

Aug 11, 2017
BUY
N/A
67,987
67,987 $4.63 Million

Others Institutions Holding XLI

# of Institutions
1,497
Shares Held
135M
Call Options Held
23M
Put Options Held
34.4M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
Track This Portfolio

Track Beaumont Financial Partners, LLC Portfolio

Follow Beaumont Financial Partners, 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 Beaumont Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email