Wilson & Boucher Capital Management, LLC Financial Sector Spdr Transaction History

Wilson & Boucher Capital Management, LLC

  • $145 Billion
  • Q3 2024

A detailed history of Wilson & Boucher Capital Management, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Wilson & Boucher Capital Management, LLC holds 7,850 shares of XLF stock, worth $398,230. This represents 0.25% of its overall portfolio holdings.

Number of Shares
7,850
Previous 6,500 20.77%
Holding current value
$398,230
Previous $267 Million 33.14%
% of portfolio
0.25%
Previous 0.2%

Shares

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

Nov 15, 2024
BUY
$40.84 - $45.74 $55,134 - $61,749
1,350 Added 20.77%
7,850 $356 Million
Q2 2023

Aug 09, 2023
SELL
$31.55 - $33.71 $15,775 - $16,855
-500 Reduced 7.14%
6,500 $219 Million
Q4 2022

Jan 10, 2023
SELL
$30.29 - $36.31 $21,203 - $25,417
-700 Reduced 9.09%
7,000 $239,000
Q1 2022

Apr 12, 2022
BUY
$35.66 - $41.42 $274,582 - $318,934
7,700 New
7,700 $295,000

Others Institutions Holding XLF

# of Institutions
1,837
Shares Held
695M
Call Options Held
161M
Put Options Held
320M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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