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 $799,960. This represents 0.67% of its overall portfolio holdings.

Number of Shares

8,198

Previous 28,542 71.28%

Holding current value

$799,960

Previous $2.52 Million 68.65%

% of portfolio

0.67%

Previous 2.36%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

906

Shares Held

57M

Call Options Held

11M

Put Options Held

12.6M

View Full List

About SELECT SECTOR SPDR FD-MATERIAL

Ticker XLB
Sector ETFs
Industry ETFs

More about XLB

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