Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Jul 30, 2021

SELL
$34.47 - $38.47 $25,852 - $28,852
-750 Closed
0 $0
Q1 2021

Apr 29, 2021

SELL
$28.95 - $34.77 $7,237 - $8,692
-250 Reduced 25.0%
750 $26,000
Q4 2020

Feb 09, 2021

SELL
$23.61 - $29.48 $4,722 - $5,896
-200 Reduced 16.67%
1,000 $29,000
Q3 2020

Nov 09, 2020

BUY
$22.68 - $25.49 $4,536 - $5,098
200 Added 20.0%
1,200 $29,000
Q1 2019

May 10, 2019

SELL
N/A
-890 Reduced 47.09%
1,000 $26,000
Q1 2018

May 02, 2018

SELL
N/A
-760 Reduced 28.68%
1,890 $52,000
Q4 2017

Feb 06, 2018

BUY
N/A
225 Added 9.28%
2,650 $74,000
Q3 2017

Oct 30, 2017

SELL
N/A
-225 Reduced 8.49%
2,425 $63,000
Q2 2017

Aug 07, 2017

BUY
N/A
2,650
2,650 $65,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


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

Track Fusion Family Wealth LLC Portfolio

Follow Fusion Family Wealth 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 Fusion Family Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fusion Family Wealth LLC with notifications on news.