Personal Cfo Solutions, LLC Industrial Sector Spdr Transaction History

Personal Cfo Solutions, LLC

$636 Million
Q2 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 5,836 shares of XLI stock, worth $771,110. This represents 0.11% of its overall portfolio holdings.

Number of Shares

5,836

Previous 6,066 3.79%

Holding current value

$771,110

Previous $764,000 6.94%

% of portfolio

0.11%

Previous 0.13%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$120.47 - $125.94 $27,708 - $28,966	-230 Reduced 3.79%	5,836 $711,000
Q1 2024 May 13, 2024	SELL	$110.23 - $125.96 $173,391 - $198,135	-1,573 Reduced 20.59%	6,066 $764,000
Q4 2023 Feb 13, 2024	SELL	$96.44 - $114.13 $1.06 Million - $1.25 Million	-10,996 Reduced 59.01%	7,639 $870,000
Q3 2023 Nov 13, 2023	SELL	$100.74 - $110.75 $120,283 - $132,235	-1,194 Reduced 6.02%	18,635 $1.89 Million
Q2 2023 Aug 10, 2023	BUY	$96.85 - $107.32 $226,047 - $250,484	2,334 Added 13.34%	19,829 $2.13 Million
Q1 2023 May 09, 2023	BUY	$96.51 - $103.67 $175,358 - $188,368	1,817 Added 11.59%	17,495 $1.77 Million
Q4 2022 Feb 14, 2023	BUY	$84.74 - $102.33 $1.33 Million - $1.6 Million	15,678 New	15,678 $1.54 Million
Q2 2022 Aug 05, 2022	SELL	$85.56 - $102.18 $1.07 Million - $1.28 Million	-12,540 Closed	0 $0
Q1 2022 May 02, 2022	BUY	$95.6 - $107.05 $1.2 Million - $1.34 Million	12,540 New	12,540 $1.29 Million

Others Institutions Holding XLI

# of Institutions

1,397

Shares Held

143M

Call Options Held

20.8M

Put Options Held

27.6M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

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Personal Cfo Solutions, LLC Industrial Sector Spdr Transaction History