A detailed history of Wellington Shields & Co., LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Wellington Shields & Co., LLC holds 692 shares of XLI stock, worth $84,334. This represents 0.03% of its overall portfolio holdings.

Number of Shares
692
Previous 692 -0.0%
Holding current value
$84,334
Previous $78,000 11.54%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 09, 2024

SELL
$96.44 - $114.13 $57,671 - $68,249
-598 Reduced 46.36%
692 $78,000
Q2 2023

Aug 11, 2023

BUY
$96.85 - $107.32 $19,466 - $21,571
201 Added 18.46%
1,290 $138,000
Q1 2023

May 11, 2023

BUY
$96.51 - $103.67 $96,606 - $103,773
1,001 Added 1137.5%
1,089 $110,000
Q2 2022

Aug 12, 2022

BUY
N/A
88 New
88 $8,000

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


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

Track Wellington Shields & Co., LLC Portfolio

Follow Wellington Shields & Co., 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 Wellington Shields & Co., LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wellington Shields & Co., LLC with notifications on news.