A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Industrial Sector Spdr stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 2,244 shares of XLI stock, worth $283,417. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,244
Previous 2,243 0.04%
Holding current value
$283,417
Previous $255,000 10.59%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Apr 26, 2024

BUY
$110.23 - $125.96 $110 - $125
1 Added 0.04%
2,244 $282,000
Q4 2023

Feb 07, 2024

BUY
$96.44 - $114.13 $96 - $114
1 Added 0.04%
2,243 $255,000
Q3 2023

Oct 13, 2023

BUY
$100.74 - $110.75 $201 - $221
2 Added 0.09%
2,242 $227,000
Q2 2023

Aug 02, 2023

BUY
$96.85 - $107.32 $96 - $107
1 Added 0.04%
2,240 $240,000
Q1 2023

Apr 24, 2023

BUY
$96.51 - $103.67 $96 - $103
1 Added 0.04%
2,239 $226,000
Q4 2022

Feb 07, 2023

BUY
$93.83 - $102.33 $209,991 - $229,014
2,238 New
2,238 $219,000
Q2 2018

Dec 07, 2018

SELL
N/A
-2,398 Closed
0 $0
Q1 2018

May 17, 2018

BUY
N/A
2,398 New
2,398 $178,000

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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