A detailed history of Graves Light Lenhart Wealth, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Graves Light Lenhart Wealth, Inc. holds 5,181 shares of XLF stock, worth $258,376. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,181
Holding current value
$258,376
% of portfolio
0.03%

Shares

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

Nov 14, 2024

BUY
$40.84 - $45.74 $211,592 - $236,978
5,181 New
5,181 $234,000
Q3 2021

Nov 15, 2021

SELL
$35.11 - $39.0 $139,808 - $155,298
-3,982 Reduced 66.57%
2,000 $75,000
Q4 2020

Feb 04, 2021

BUY
$23.61 - $29.48 $141,235 - $176,349
5,982 New
5,982 $176,000
Q1 2020

Apr 29, 2020

SELL
$17.66 - $31.17 $125,121 - $220,839
-7,085 Closed
0 $0
Q3 2019

Nov 12, 2019

BUY
$27.86 - $28.52 $197,388 - $202,064
7,085 New
7,085 $203,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


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

Track Graves Light Lenhart Wealth, Inc. Portfolio

Follow Graves Light Lenhart Wealth, Inc. 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 Graves Light Lenhart Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Graves Light Lenhart Wealth, Inc. with notifications on news.