Moulton Wealth Management, Inc Select Sector Spdr Fd Material Transaction History

Moulton Wealth Management, Inc

  • $118 Million
  • Q3 2024

A detailed history of Moulton Wealth Management, Inc transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 8,198 shares of XLB stock, worth $748,313. This represents 0.67% of its overall portfolio holdings.

Number of Shares
8,198
Previous 28,542 71.28%
Holding current value
$748,313
Previous $2.52 Million 68.65%
% of portfolio
0.67%
Previous 2.36%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
SELL
$86.95 - $97.09 $1.77 Million - $1.98 Million
-20,344 Reduced 71.28%
8,198 $790,000
Q2 2024

Jul 16, 2024
SELL
$88.28 - $93.06 $48,907 - $51,555
-554 Reduced 1.9%
28,542 $2.52 Million
Q1 2024

Apr 10, 2024
BUY
$80.98 - $92.89 $2.36 Million - $2.7 Million
29,096 New
29,096 $2.7 Million
Q1 2022

Apr 19, 2022
SELL
$79.77 - $90.53 $829,049 - $940,878
-10,393 Closed
0 $0
Q4 2021

Jan 12, 2022
BUY
$80.02 - $90.61 $831,647 - $941,709
10,393 New
10,393 $942,000
Q3 2021

Oct 12, 2021
SELL
$79.11 - $86.51 $6.09 Million - $6.66 Million
-77,017 Closed
0 $0
Q2 2021

Jul 20, 2021
BUY
$79.26 - $88.68 $158,123 - $176,916
1,995 Added 2.66%
77,017 $6.34 Million
Q1 2021

Apr 08, 2021
BUY
$70.64 - $79.69 $502,391 - $566,755
7,112 Added 10.47%
75,022 $6.05 Million
Q4 2020

Jan 12, 2021
BUY
$61.94 - $72.39 $4.21 Million - $4.92 Million
67,910 New
67,910 $5.2 Million

Others Institutions Holding XLB

# of Institutions
922
Shares Held
57.3M
Call Options Held
22.2M
Put Options Held
24.1M
View Full List

About SELECT SECTOR SPDR FD-MATERIAL

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

Track Moulton Wealth Management, Inc Portfolio

Follow Moulton Wealth Management, Inc 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 Moulton Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Moulton Wealth Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email