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 $248,099. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,718
Previous 2,716 0.07%
Holding current value
$248,099
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

About SELECT SECTOR SPDR FD-MATERIAL


  • Ticker XLB
  • Sector ETFs
  • Industry ETFs
More about XLB
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