Bergan Kdv Wealth Management, LLC Industrial Sector Spdr Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 3,125 shares of XLI stock, worth $473,750. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,125
Previous 3,199 2.31%
Holding current value
$473,750
Previous $323,000 3.72%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jul 24, 2023
SELL
$96.85 - $107.32 $7,166 - $7,941
-74 Reduced 2.31%
3,125 $335,000
Q1 2023

Apr 27, 2023
BUY
$96.51 - $103.67 $3,088 - $3,317
32 Added 1.01%
3,199 $323,000
Q4 2022

Jan 31, 2023
BUY
$84.74 - $102.33 $3,559 - $4,297
42 Added 1.34%
3,167 $311,000
Q2 2020

Aug 13, 2020
SELL
$56.34 - $76.29 $15,493 - $20,979
-275 Reduced 8.09%
3,125 $215,000
Q4 2018

Feb 01, 2019
BUY
N/A
275 Added 8.8%
3,400 $219,000
Q4 2017

Jan 16, 2018
SELL
N/A
-237 Reduced 7.05%
3,125 $236,000
Q3 2017

Oct 18, 2017
BUY
N/A
3,362
3,362 $239,000

Others Institutions Holding XLI

# of Institutions
1,626
Shares Held
137M
Call Options Held
19.4M
Put Options Held
38.1M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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