Heritage Wealth Advisors Select Sector Spdr Fd Material Transaction History

Heritage Wealth Advisors

$2.06 Billion
Q3 2024

A detailed history of Heritage Wealth Advisors transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Heritage Wealth Advisors holds 1,573 shares of XLB stock, worth $134,412. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,573

Previous 850 85.06%

Holding current value

$134,412

Previous $75,000 101.33%

% of portfolio

0.01%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$86.95 - $97.09 $62,864 - $70,196	723 Added 85.06%	1,573 $151,000
Q2 2024 Aug 05, 2024	SELL	$88.28 - $93.06 $1.42 Million - $1.5 Million	-16,113 Reduced 94.99%	850 $75,000
Q1 2024 May 08, 2024	BUY	$80.98 - $92.89 $1.3 Million - $1.5 Million	16,113 Added 1895.65%	16,963 $1.58 Million
Q4 2023 Dec 12, 2024	BUY	$74.46 - $86.21 $1,712 - $1,982	23 Added 2.78%	850 $72,000
Q4 2023 Feb 09, 2024	BUY	$74.46 - $86.21 $1,712 - $1,982	23 Added 2.78%	850 $72,000
Q2 2023 Dec 12, 2024	SELL	$75.02 - $82.87 $55,964 - $61,821	-746 Reduced 47.43%	827 $68,000
Q1 2023 May 04, 2023	BUY	$75.51 - $85.21 $36,018 - $40,645	477 Added 136.29%	827 $66,000
Q4 2022 Dec 12, 2024	SELL	$68.18 - $83.76 $83,384 - $102,438	-1,223 Reduced 77.75%	350 $27,000
Q4 2022 Feb 06, 2023	BUY	$68.18 - $83.76 $23,863 - $29,316	350 New	350 $27,000

Others Institutions Holding XLB

# of Institutions

925

Shares Held

57.3M

Call Options Held

22.2M

Put Options Held

24.1M

View Full List

About SELECT SECTOR SPDR FD-MATERIAL

Ticker XLB
Sector ETFs
Industry ETFs

More about XLB

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Heritage Wealth Advisors Select Sector Spdr Fd Material Transaction History