Concord Wealth Partners Industrial Sector Spdr Transaction History

Concord Wealth Partners

$591 Million
Q3 2024

A detailed history of Concord Wealth Partners transactions in Industrial Sector Spdr stock. As of the latest transaction made, Concord Wealth Partners holds 91 shares of XLI stock, worth $13,029. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 105 13.33%

Holding current value

$13,029

Previous $12,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$120.56 - $135.44 $1,687 - $1,896	-14 Reduced 13.33%	91 $12,000
Q4 2023 Apr 30, 2024	SELL	$96.44 - $114.13 $16,973 - $20,086	-176 Reduced 62.63%	105 $11,000
Q4 2023 Feb 05, 2024	SELL	$96.44 - $114.13 $16,973 - $20,086	-176 Reduced 62.63%	105 $11,000
Q3 2023 Apr 30, 2024	BUY	$100.74 - $110.75 $17,730 - $19,492	176 Added 167.62%	281 $28,000
Q1 2023 Apr 26, 2023	SELL	$96.51 - $103.67 $4,632 - $4,976	-48 Reduced 14.59%	281 $28,000
Q4 2022 Jan 27, 2023	BUY	$84.74 - $102.33 $27,879 - $33,666	329 New	329 $32,000
Q3 2021 Nov 09, 2021	SELL	$97.84 - $105.53 $6,653 - $7,176	-68 Reduced 19.48%	281 $27,000
Q1 2021 May 13, 2021	BUY	$84.77 - $98.77 $13,224 - $15,408	156 Added 80.83%	349 $34,000
Q4 2020 Feb 16, 2021	BUY	$74.87 - $89.65 $14,449 - $17,302	193 New	193 $17,000

Others Institutions Holding XLI

# of Institutions

1,437

Shares Held

131M

Call Options Held

22.5M

Put Options Held

32.6M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

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Concord Wealth Partners Industrial Sector Spdr Transaction History