Bergan Kdv Wealth Management, LLC Select Sector Spdr Fd Material Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 2,500 shares of XLB stock, worth $227,049. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,500
Previous 2,643 5.41%
Holding current value
$227,049
Previous $213,000 2.82%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023
SELL
$75.02 - $82.87 $10,727 - $11,850
-143 Reduced 5.41%
2,500 $207,000
Q1 2023

Apr 27, 2023
SELL
$75.51 - $85.21 $6,267 - $7,072
-83 Reduced 3.04%
2,643 $213,000
Q4 2022

Jan 31, 2023
BUY
$68.18 - $83.76 $15,408 - $18,929
226 Added 9.04%
2,726 $211,000
Q2 2018

Jul 23, 2018
BUY
N/A
2,500 New
2,500 $145,000

Others Institutions Holding XLB

# of Institutions
929
Shares Held
60.1M
Call Options Held
11M
Put Options Held
14.5M
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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