Kelman Lazarov, Inc. Invesco Exchange Traded Fd Tr Transaction History

Kelman Lazarov, Inc.

  • $494 Million
  • Q2 2024

A detailed history of Kelman Lazarov, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 4,816 shares of XLG stock, worth $227,507. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,816
Previous 5,500 12.44%
Holding current value
$227,507
Previous $231,000 4.76%
% of portfolio
0.04%
Previous 0.05%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$39.84 - $46.12 $27,250 - $31,546
-684 Reduced 12.44%
4,816 $220,000
Q4 2023

Feb 01, 2024
BUY
$32.87 - $37.84 $180,785 - $208,120
5,500 New
5,500 $207,000
Q2 2020

Jul 29, 2020
BUY
$188.01 - $242.75 $188,010 - $242,750
1,000 New
1,000 $238,000
Q1 2020

Apr 27, 2020
SELL
$171.98 - $248.68 $171,980 - $248,680
-1,000 Closed
0 $0
Q1 2019

May 08, 2019
SELL
$175.28 - $204.99 $35,056 - $40,998
-200 Reduced 16.67%
1,000 $203,000
Q4 2018

Feb 11, 2019
SELL
$167.99 - $210.7 $33,598 - $42,140
-200 Reduced 14.29%
1,200 $216,000
Q2 2018

Aug 03, 2018
BUY
$182.06 - $198.31 $254,884 - $277,634
1,400 New
1,400 $270,000

Others Institutions Holding XLG

# of Institutions
400
Shares Held
66.7M
Call Options Held
47.5K
Put Options Held
45.5K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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