Lowe Wealth Advisors, LLC Industrial Sector Spdr Transaction History

Lowe Wealth Advisors, LLC

  • $213 Million
  • Q1 2024

A detailed history of Lowe Wealth Advisors, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 200 shares of XLI stock, worth $24,244. This represents 0.01% of its overall portfolio holdings.

Number of Shares
200
Previous 250 20.0%
Holding current value
$24,244
Previous $28,000 10.71%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 08, 2024
SELL
$110.23 - $125.96 $5,511 - $6,298
-50 Reduced 20.0%
200 $25,000
Q3 2023

Oct 20, 2023
BUY
$100.74 - $110.75 $10,074 - $11,075
100 Added 66.67%
250 $25,000
Q2 2023

Jul 06, 2023
BUY
$96.85 - $107.32 $14,527 - $16,097
150 New
150 $16,000
Q4 2022

Jan 17, 2023
BUY
$93.83 - $102.33 $18,766 - $20,466
200 New
200 $0
Q2 2022

Jul 07, 2022
SELL
N/A
-1,000 Closed
0 $0
Q1 2022

Apr 08, 2022
SELL
N/A
-200 Reduced 16.67%
1,000 $103,000
Q4 2021

Jan 18, 2022
SELL
N/A
-26,462 Reduced 95.66%
1,200 $127,000
Q3 2021

Oct 05, 2021
SELL
N/A
-539 Reduced 1.91%
27,662 $2.71 Million
Q2 2021

Jul 01, 2021
BUY
N/A
175 Added 0.62%
28,201 $0
Q1 2021

Apr 06, 2021
BUY
N/A
27,963 Added 44385.71%
28,026 $2.76 Million
Q2 2020

Jul 08, 2020
BUY
N/A
3 Added 5.0%
63 $4,000
Q1 2020

Apr 10, 2020
BUY
N/A
60 New
60 $4,000
Q2 2019

Jul 10, 2019
SELL
N/A
-33 Closed
0 $0
Q1 2019

Apr 08, 2019
BUY
N/A
33 New
33 $2,000

Others Institutions Holding XLI

# of Institutions
1,357
Shares Held
134M
Call Options Held
19.5M
Put Options Held
23.3M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
Track This Portfolio

Track Lowe Wealth Advisors, LLC Portfolio

Follow Lowe Wealth Advisors, LLC 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 Lowe Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lowe Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email