Moulton Wealth Management, Inc Financial Sector Spdr Transaction History

Moulton Wealth Management, Inc

  • $129 Million
  • Q4 2024

A detailed history of Moulton Wealth Management, Inc transactions in Financial Sector Spdr stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 51,763 shares of XLF stock, worth $2.54 Million. This represents 1.94% of its overall portfolio holdings.

Number of Shares
51,763
Previous 28,456 81.91%
Holding current value
$2.54 Million
Previous $1.29 Million 94.03%
% of portfolio
1.94%
Previous 1.09%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$44.89 - $51.34 $1.05 Million - $1.2 Million
23,307 Added 81.91%
51,763 $2.5 Million
Q3 2024

Oct 17, 2024
BUY
$40.84 - $45.74 $1.16 Million - $1.3 Million
28,456 New
28,456 $1.29 Million
Q1 2022

Apr 19, 2022
SELL
$35.66 - $41.42 $1.57 Million - $1.82 Million
-44,009 Closed
0 $0
Q4 2021

Jan 12, 2022
SELL
$37.54 - $40.62 $920,480 - $996,002
-24,520 Reduced 35.78%
44,009 $1.79 Million
Q3 2021

Oct 12, 2021
SELL
$35.11 - $39.0 $4.15 Million - $4.61 Million
-118,301 Reduced 63.32%
68,529 $2.61 Million
Q2 2021

Jul 20, 2021
SELL
$34.47 - $38.47 $972,019 - $1.08 Million
-28,199 Reduced 13.11%
186,830 $6.86 Million
Q1 2021

Apr 08, 2021
BUY
$28.95 - $34.77 $1.95 Million - $2.34 Million
67,305 Added 45.56%
215,029 $7.46 Million
Q4 2020

Jan 12, 2021
BUY
$23.61 - $29.48 $3.49 Million - $4.35 Million
147,724 New
147,724 $4.58 Million

Others Institutions Holding XLF

# of Institutions
2,042
Shares Held
761M
Call Options Held
260M
Put Options Held
343M
View Full List

About FINANCIAL SECTOR SPDR

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