High Mark Wealth Management LLC Select Sector Spdr Fd Material Transaction History

High Mark Wealth Management LLC

  • $182 Million
  • Q3 2024

A detailed history of High Mark Wealth Management LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, High Mark Wealth Management LLC holds 1,663 shares of XLB stock, worth $150,684. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,663
Previous 1,663 -0.0%
Holding current value
$150,684
Previous $146,000 9.59%
% of portfolio
0.09%
Previous 0.09%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Nov 01, 2021
SELL
$79.11 - $86.51 $23,574 - $25,779
-298 Reduced 15.2%
1,663 $132,000
Q1 2021

Apr 22, 2021
SELL
$70.64 - $79.69 $2,048 - $2,311
-29 Reduced 1.46%
1,961 $155,000
Q4 2020

Jan 27, 2021
BUY
$61.94 - $72.39 $619 - $723
10 Added 0.51%
1,990 $144,000
Q3 2020

Oct 26, 2020
BUY
$56.47 - $66.87 $564 - $668
10 Added 0.51%
1,980 $126,000
Q2 2020

Jul 22, 2020
BUY
$42.61 - $59.91 $468 - $659
11 Added 0.56%
1,970 $111,000
Q1 2020

Apr 30, 2020
BUY
$38.35 - $61.14 $460 - $733
12 Added 0.62%
1,959 $0
Q4 2019

Mar 19, 2020
BUY
$55.13 - $61.42 $107,338 - $119,584
1,947 New
1,947 $119,000

Others Institutions Holding XLB

# of Institutions
924
Shares Held
57.3M
Call Options Held
22.2M
Put Options Held
24.1M
View Full List

About SELECT SECTOR SPDR FD-MATERIAL

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