A detailed history of Wealth Trust Axiom LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Wealth Trust Axiom LLC holds 1,841 shares of XLI stock, worth $262,618. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,841
Previous 1,841 -0.0%
Holding current value
$262,618
Previous $224,000 11.16%
% of portfolio
0.08%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

SELL
$110.23 - $125.96 $330 - $377
-3 Reduced 0.16%
1,841 $231,000
Q4 2023

Feb 05, 2024

BUY
$96.44 - $114.13 $177,835 - $210,455
1,844 New
1,844 $210,000
Q4 2022

Jan 30, 2023

BUY
$84.74 - $102.33 $188,207 - $227,274
2,221 New
2,221 $218,000
Q1 2021

Apr 14, 2021

SELL
$84.77 - $98.77 $1.02 Million - $1.18 Million
-11,982 Closed
0 $0
Q4 2020

Feb 04, 2021

BUY
$74.87 - $89.65 $897,092 - $1.07 Million
11,982 New
11,982 $1.06 Million

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


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

Track Wealth Trust Axiom LLC Portfolio

Follow Wealth Trust Axiom LLC 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 Wealth Trust Axiom LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Trust Axiom LLC with notifications on news.