A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 14,355 shares of XLI stock, worth $1.92 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
14,355
Previous 27,502 47.8%
Holding current value
$1.92 Million
Previous $3.35 Million 41.99%
% of portfolio
0.08%
Previous 0.15%

Shares

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

Nov 08, 2024

SELL
$120.56 - $135.44 $1.59 Million - $1.78 Million
-13,147 Reduced 47.8%
14,355 $1.94 Million
Q2 2024

Aug 13, 2024

BUY
$120.47 - $125.94 $1.22 Million - $1.27 Million
10,088 Added 57.93%
27,502 $3.35 Million
Q1 2024

Apr 30, 2024

BUY
$110.23 - $125.96 $1.84 Million - $2.1 Million
16,681 Added 2275.72%
17,414 $2.19 Million
Q4 2023

Jan 30, 2024

BUY
$96.44 - $114.13 $385 - $456
4 Added 0.55%
733 $83,000
Q3 2023

Oct 17, 2023

SELL
$100.74 - $110.75 $5,339 - $5,869
-53 Reduced 6.78%
729 $73,000
Q2 2023

Jul 19, 2023

SELL
$96.85 - $107.32 $20,241 - $22,429
-209 Reduced 21.09%
782 $83,000
Q1 2023

May 10, 2023

BUY
$96.51 - $103.67 $94,676 - $101,700
981 Added 9810.0%
991 $100,000
Q1 2021

May 11, 2021

BUY
$84.77 - $98.77 $847 - $987
10 New
10 $0
Q2 2018

Aug 16, 2018

SELL
N/A
-115 Closed
0 $0
Q1 2018

May 15, 2018

BUY
N/A
115 New
115 $9,000

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
Track This Portfolio

Track Nelson, Van Denburg & Campbell Wealth Management Group, LLC Portfolio

Follow Nelson, Van Denburg & Campbell Wealth Management Group, 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 Nelson, Van Denburg & Campbell Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nelson, Van Denburg & Campbell Wealth Management Group, LLC with notifications on news.