Loveless Wealth Management LLC Industrial Sector Spdr Transaction History

Loveless Wealth Management LLC

$153 Million
Q2 2022

A detailed history of Loveless Wealth Management LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Loveless Wealth Management LLC holds 18,155 shares of XLI stock, worth $2.2 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares

18,155

Previous 18,065 0.5%

Holding current value

$2.2 Million

Previous $1.86 Million 14.73%

% of portfolio

1.04%

Previous 1.05%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 22, 2022	BUY	N/A	90 Added 0.5%	18,155 $1.59 Million
Q1 2022 May 11, 2022	BUY	N/A	1,665 Added 10.15%	18,065 $1.86 Million
Q4 2021 Feb 14, 2022	BUY	N/A	2,740 Added 20.06%	16,400 $1.74 Million
Q3 2021 Nov 12, 2021	BUY	N/A	1,965 Added 16.8%	13,660 $1.34 Million
Q2 2021 Jul 28, 2021	BUY	N/A	4,072 Added 53.42%	11,695 $1.2 Million

Q1 2021 May 03, 2021	BUY	N/A	1,989 Added 35.3%	7,623 $750,000
Q4 2020 Jan 27, 2021	BUY	N/A	805 Added 16.67%	5,634 $499,000
Q3 2020 Oct 14, 2020	BUY	N/A	1,575 Added 48.4%	4,829 $372,000
Q2 2020 Aug 10, 2020	BUY	N/A	3,254 New	3,254 $224,000
Q1 2020 Apr 20, 2020	SELL	N/A	-2,415 Closed	0 $0
Q4 2019 Jan 23, 2020	BUY	N/A	2,415 New	2,415 $200,000

Others Institutions Holding XLI

# of Institutions

1,354

Shares Held

134M

Call Options Held

19.5M

Put Options Held

23.3M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Loveless Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Loveless Wealth Management LLC with notifications on news.

Account

Loveless Wealth Management LLC Industrial Sector Spdr Transaction History