Transform Wealth, LLC Select Sector Spdr Fd Material Transaction History

Transform Wealth, LLC

$1.46 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 15, 2022	SELL	$73.54 - $90.55 $212,383 - $261,508	-2,888 Closed	0 $0
Q1 2022 Apr 25, 2022	BUY	$79.77 - $90.53 $3,749 - $4,254	47 Added 1.65%	2,888 $254,000
Q4 2021 Jan 26, 2022	SELL	$80.02 - $90.61 $6,561 - $7,430	-82 Reduced 2.81%	2,841 $257,000
Q3 2021 Oct 15, 2021	BUY	$79.11 - $86.51 $231,238 - $252,868	2,923 New	2,923 $231,000
Q4 2018 Jan 30, 2019	SELL	N/A	-32,357 Closed	0 $0
Q3 2018 Oct 25, 2018	BUY	N/A	1,172 Added 3.76%	32,357 $1.87 Million
Q2 2018 Aug 03, 2018	BUY	N/A	2,948 Added 10.44%	31,185 $1.81 Million
Q1 2018 May 03, 2018	BUY	N/A	1,859 Added 7.05%	28,237 $1.61 Million
Q4 2017 Feb 08, 2018	BUY	N/A	2,051 Added 8.43%	26,378 $1.6 Million
Q3 2017 Oct 19, 2017	BUY	N/A	24,327	24,327 $1.38 Million

Others Institutions Holding XLB

# of Institutions

925

Shares Held

57.3M

Call Options Held

22.2M

Put Options Held

24.1M

About SELECT SECTOR SPDR FD-MATERIAL

Ticker XLB
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