A detailed history of Northern Oak Wealth Management Inc transactions in Financial Sector Spdr stock. As of the latest transaction made, Northern Oak Wealth Management Inc holds 16,010 shares of XLF stock, worth $665,215. This represents 0.08% of its overall portfolio holdings.

Number of Shares
16,010
Previous 16,010 -0.0%
Holding current value
$665,215
Previous $601,000 12.15%
% of portfolio
0.08%
Previous 0.07%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022

SELL
N/A
-2,100 Reduced 11.6%
16,010 $486,000
Q2 2022

Aug 16, 2022

BUY
N/A
12,597 Added 228.5%
18,110 $570,000
Q1 2022

May 24, 2022

BUY
N/A
298 Added 5.71%
5,513 $211,000
Q4 2021

Feb 16, 2022

BUY
N/A
2,315 Added 79.83%
5,215 $204,000
Q1 2021

May 14, 2021

SELL
N/A
-63 Reduced 2.13%
2,900 $99,000
Q2 2020

Aug 17, 2020

SELL
N/A
-825 Reduced 21.78%
2,963 $69,000
Q1 2020

May 15, 2020

SELL
N/A
-840 Reduced 18.15%
3,788 $79,000
Q4 2019

Jan 27, 2020

SELL
N/A
-120 Reduced 2.53%
4,628 $0
Q3 2019

Oct 31, 2019

SELL
N/A
-231 Reduced 4.64%
4,748 $0
Q2 2019

Jul 30, 2019

SELL
N/A
-11,013 Reduced 68.87%
4,979 $0
Q1 2019

Apr 24, 2019

SELL
N/A
-19,377 Reduced 54.79%
15,992 $0
Q4 2018

Feb 14, 2019

SELL
N/A
-75,477 Reduced 68.09%
35,369 $0
Q3 2018

Nov 15, 2018

BUY
N/A
4,967 Added 4.69%
110,846 $0
Q2 2018

Aug 13, 2018

BUY
N/A
5,259 Added 5.23%
105,879 $0
Q1 2018

May 11, 2018

BUY
N/A
11,461 Added 12.85%
100,620 $0
Q4 2017

Feb 16, 2018

SELL
N/A
-58,329 Closed
0 $0
Q3 2017

Nov 15, 2017

BUY
N/A
58,329
58,329 $0

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
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More about XLF
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