A detailed history of Center For Financial Planning, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 725 shares of XLF stock, worth $35,517. This represents 0.0% of its overall portfolio holdings.

Number of Shares
725
Previous 725 -0.0%
Holding current value
$35,517
Previous $29,000 10.34%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024

BUY
$37.27 - $42.12 $7,454 - $8,424
200 Added 38.1%
725 $30,000
Q3 2023

Oct 24, 2023

SELL
$33.17 - $35.6 $5,970 - $6,408
-180 Reduced 25.53%
525 $17,000
Q4 2021

Feb 08, 2022

SELL
$37.54 - $40.62 $5,255 - $5,686
-140 Reduced 16.57%
705 $28,000
Q3 2021

Oct 27, 2021

BUY
$35.11 - $39.0 $4,915 - $5,460
140 Added 19.86%
845 $32,000
Q4 2020

Feb 09, 2021

BUY
$23.61 - $29.48 $12,395 - $15,477
525 Added 291.67%
705 $21,000
Q4 2019

Feb 14, 2020

BUY
$26.78 - $30.94 $4,820 - $5,569
180 New
180 $6,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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