A detailed history of Centennial Wealth Advisory LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Centennial Wealth Advisory LLC holds 2,025 shares of XLI stock, worth $271,390. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,025
Previous 1,857 9.05%
Holding current value
$271,390
Previous $226,000 21.24%
% of portfolio
0.11%
Previous 0.1%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$120.56 - $135.44 $20,254 - $22,753
168 Added 9.05%
2,025 $274,000
Q2 2024

Jul 22, 2024

BUY
$120.47 - $125.94 $223,712 - $233,870
1,857 New
1,857 $226,000
Q2 2022

Jul 12, 2022

SELL
$85.56 - $102.18 $106,094 - $126,703
-1,240 Reduced 30.1%
2,880 $252,000
Q1 2022

Apr 18, 2022

SELL
$95.6 - $107.05 $109,462 - $122,572
-1,145 Reduced 21.75%
4,120 $424,000
Q4 2021

Jan 13, 2022

BUY
$98.64 - $107.12 $38,962 - $42,312
395 Added 8.11%
5,265 $557,000
Q3 2021

Oct 08, 2021

BUY
$97.84 - $105.53 $51,366 - $55,403
525 Added 12.08%
4,870 $476,000
Q2 2021

Jul 13, 2021

BUY
$98.78 - $105.53 $429,199 - $458,527
4,345 New
4,345 $445,000

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
Track This Portfolio

Track Centennial Wealth Advisory LLC Portfolio

Follow Centennial Wealth Advisory 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 Centennial Wealth Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Centennial Wealth Advisory LLC with notifications on news.