Clear Perspectives Financial Planning, LLC Industrial Sector Spdr Transaction History

Clear Perspectives Financial Planning, LLC

  • $178 Million
  • Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 715 shares of XLI stock, worth $104,954. This represents 0.04% of its overall portfolio holdings.

Number of Shares
715
Previous 715 -0.0%
Holding current value
$104,954
Previous $70,000 2.86%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 13, 2023
SELL
$84.74 - $102.33 $16,948 - $20,466
-200 Reduced 21.86%
715 $70,000
Q2 2022

Aug 11, 2022
SELL
$85.56 - $102.18 $29,946 - $35,763
-350 Reduced 27.67%
915 $80,000
Q2 2021

Aug 05, 2021
BUY
$98.78 - $105.53 $90,383 - $96,559
915 Added 261.43%
1,265 $130,000
Q4 2020

Feb 01, 2021
BUY
$74.87 - $89.65 $26,204 - $31,377
350 New
350 $31,000

Others Institutions Holding XLI

# of Institutions
1,563
Shares Held
137M
Call Options Held
20.2M
Put Options Held
54.2M
View Full List

About INDUSTRIAL SECTOR SPDR

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