A detailed history of Planned Solutions, Inc. transactions in Industrial Sector Spdr stock. As of the latest transaction made, Planned Solutions, Inc. holds 250 shares of XLI stock, worth $35,517. This represents 0.01% of its overall portfolio holdings.

Number of Shares
250
Holding current value
$35,517
% of portfolio
0.01%

Shares

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

Oct 08, 2024

BUY
$120.56 - $135.44 $30,140 - $33,860
250 New
250 $33,000
Q4 2023

Jan 17, 2024

BUY
$96.44 - $114.13 $24,110 - $28,532
250 New
250 $28,000
Q1 2021

Apr 29, 2021

SELL
$84.77 - $98.77 $21,192 - $24,692
-250 Closed
0 $0
Q3 2020

Nov 06, 2020

BUY
$67.14 - $79.9 $16,785 - $19,975
250 New
250 $19,000

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


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

Track Planned Solutions, Inc. Portfolio

Follow Planned Solutions, Inc. 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 Planned Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Planned Solutions, Inc. with notifications on news.