Bernardo Wealth Planning LLC Select Sector Spdr Fd Material Transaction History

Bernardo Wealth Planning LLC

$412 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 23, 2021	SELL	$70.64 - $79.69 $456,405 - $514,877	-6,461 Closed	0 $0
Q4 2020 Feb 01, 2021	BUY	$61.94 - $72.39 $101,457 - $118,574	1,638 Added 33.96%	6,461 $467,000
Q3 2020 Oct 23, 2020	BUY	$56.47 - $66.87 $22,418 - $26,547	397 Added 8.97%	4,823 $306,000
Q2 2020 Aug 03, 2020	BUY	$42.61 - $59.91 $188,591 - $265,161	4,426 New	4,426 $249,000
Q1 2020 May 01, 2020	SELL	$38.35 - $61.14 $143,007 - $227,991	-3,729 Closed	0 $0
Q4 2019 Feb 10, 2020	SELL	$55.13 - $61.42 $3,032 - $3,378	-55 Reduced 1.45%	3,729 $229,000
Q3 2019 Nov 04, 2019	SELL	$56.94 - $59.14 $3,701 - $3,844	-65 Reduced 1.69%	3,784 $220,000
Q2 2019 Aug 13, 2019	BUY	N/A	144 Added 3.89%	3,849 $225,000
Q1 2019 May 08, 2019	BUY	N/A	3,705 New	3,705 $206,000

Others Institutions Holding XLB

# of Institutions

925

Shares Held

57.3M

Call Options Held

22.2M

Put Options Held

24.1M

About SELECT SECTOR SPDR FD-MATERIAL

Ticker XLB
Sector ETFs
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