Personal Cfo Solutions, LLC Select Sector Spdr Fd Material Transaction History

Personal Cfo Solutions, LLC

  • $704 Million
  • Q3 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 9,127 shares of XLB stock, worth $814,402. This represents 0.12% of its overall portfolio holdings.

Number of Shares
9,127
Previous 7,945 14.88%
Holding current value
$814,402
Previous $701,000 25.39%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Nov 14, 2024
BUY
$86.95 - $97.09 $102,774 - $114,760
1,182 Added 14.88%
9,127 $879,000
Q2 2024

Aug 09, 2024
SELL
$88.28 - $93.06 $15,802 - $16,657
-179 Reduced 2.2%
7,945 $701,000
Q1 2024

May 13, 2024
SELL
$80.98 - $92.89 $162,526 - $186,430
-2,007 Reduced 19.81%
8,124 $754,000
Q4 2023

Feb 13, 2024
BUY
$74.46 - $86.21 $754,354 - $873,393
10,131 New
10,131 $866,000
Q4 2022

Feb 14, 2023
BUY
$68.18 - $83.76 $1.32 Million - $1.62 Million
19,312 New
19,312 $1.5 Million
Q1 2022

May 02, 2022
SELL
$79.77 - $90.53 $1.16 Million - $1.31 Million
-14,501 Closed
0 $0
Q4 2021

Feb 11, 2022
SELL
$80.02 - $90.61 $128,992 - $146,063
-1,612 Reduced 10.0%
14,501 $1.31 Million
Q3 2021

Nov 18, 2021
BUY
$79.11 - $86.51 $257,107 - $281,157
3,250 Added 25.27%
16,113 $1.28 Million
Q2 2021

Jul 22, 2021
SELL
$79.26 - $88.68 $72,839 - $81,496
-919 Reduced 6.67%
12,863 $1.06 Million
Q1 2021

Apr 21, 2021
SELL
$70.64 - $79.69 $246,674 - $278,277
-3,492 Reduced 20.22%
13,782 $1.09 Million
Q4 2020

Feb 09, 2021
SELL
$61.94 - $72.39 $13,502 - $15,781
-218 Reduced 1.25%
17,274 $0
Q3 2020

Nov 02, 2020
BUY
$56.47 - $66.87 $987,773 - $1.17 Million
17,492 New
17,492 $1,000

Others Institutions Holding XLB

# of Institutions
919
Shares Held
57.1M
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
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