Kaizen Financial Strategies Select Sector Spdr Fd Material Transaction History

Kaizen Financial Strategies

  • $167 Million
  • Q3 2024

A detailed history of Kaizen Financial Strategies transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Kaizen Financial Strategies holds 2,718 shares of XLB stock, worth $239,972. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,718
Previous 2,716 0.07%
Holding current value
$239,972
Previous $239,000 9.21%
% of portfolio
0.16%
Previous 0.16%

Shares

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

Nov 04, 2024
BUY
$86.95 - $97.09 $173 - $194
2 Added 0.07%
2,718 $261,000
Q2 2024

Aug 02, 2024
BUY
$88.28 - $93.06 $44,228 - $46,623
501 Added 22.62%
2,716 $239,000
Q1 2024

May 02, 2024
BUY
$80.98 - $92.89 $179,370 - $205,751
2,215 New
2,215 $205,000
Q1 2023

May 10, 2023
SELL
$75.51 - $85.21 $18,726 - $21,132
-248 Reduced 8.55%
2,652 $213,000
Q4 2022

Jan 18, 2023
BUY
$68.18 - $83.76 $197,722 - $242,904
2,900 New
2,900 $0
Q2 2022

Jul 18, 2022
SELL
$73.54 - $90.55 $3,309 - $4,074
-45 Reduced 1.22%
3,658 $269,000
Q1 2022

May 06, 2022
SELL
$79.77 - $90.53 $750,715 - $851,977
-9,411 Reduced 71.76%
3,703 $326,000
Q4 2021

Jan 26, 2022
SELL
$80.02 - $90.61 $52,893 - $59,893
-661 Reduced 4.8%
13,114 $1.19 Million
Q3 2021

Nov 12, 2021
BUY
$79.11 - $86.51 $639,287 - $699,087
8,081 Added 141.92%
13,775 $1.09 Million
Q1 2021

May 28, 2021
SELL
$70.64 - $79.69 $268,220 - $302,582
-3,797 Reduced 40.01%
5,694 $449,000
Q4 2020

Feb 03, 2021
BUY
$61.94 - $72.39 $587,872 - $687,053
9,491 New
9,491 $687,000

Others Institutions Holding XLB

# of Institutions
921
Shares Held
55.7M
Call Options Held
23.5M
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
Track This Portfolio

Track Kaizen Financial Strategies Portfolio

Follow Kaizen Financial Strategies 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 Kaizen Financial Strategies, based on Form 13F filings with the SEC.

News

Stay updated on Kaizen Financial Strategies with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email