A detailed history of Rmr Wealth Builders transactions in Industrial Sector Spdr stock. As of the latest transaction made, Rmr Wealth Builders holds 2,892 shares of XLI stock, worth $412,543. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,892
Previous 6,576 56.02%
Holding current value
$412,543
Previous $801,000 51.19%
% of portfolio
0.04%
Previous 0.09%

Shares

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

Oct 21, 2024

SELL
$120.56 - $135.44 $444,143 - $498,960
-3,684 Reduced 56.02%
2,892 $391,000
Q2 2024

Jul 23, 2024

BUY
$120.47 - $125.94 $307,559 - $321,524
2,553 Added 63.46%
6,576 $801,000
Q1 2024

Apr 15, 2024

BUY
$110.23 - $125.96 $45,524 - $52,021
413 Added 11.44%
4,023 $506,000
Q4 2023

Feb 06, 2024

BUY
$96.44 - $114.13 $348,148 - $412,009
3,610 New
3,610 $411,000
Q1 2023

Apr 11, 2023

BUY
$96.51 - $103.67 $335,468 - $360,356
3,476 New
3,476 $351,000

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


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

Track Rmr Wealth Builders Portfolio

Follow Rmr Wealth Builders 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 Rmr Wealth Builders, based on Form 13F filings with the SEC.

News

Stay updated on Rmr Wealth Builders with notifications on news.