Xml Financial, LLC Ishares Transaction History

Xml Financial, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 07, 2023	BUY	$17.78 - $19.91 $4,391 - $4,917	247 Added 1.51%	16,631 $306,000
Q1 2023 May 15, 2023	BUY	$18.32 - $21.36 $9,819 - $11,448	536 Added 3.38%	16,384 $324,000
Q4 2022 Feb 09, 2023	BUY	$17.54 - $21.27 $277,973 - $337,086	15,848 New	15,848 $314,000
Q3 2021 Nov 01, 2021	SELL	$21.65 - $23.79 $224,813 - $247,035	-10,384 Closed	0 $0
Q2 2021 Aug 10, 2021	BUY	$20.71 - $24.62 $215,052 - $255,654	10,384 New	10,384 $244,000

560

45.7M

4.51M

5.26M

Get notified when there are updates to the investment portfolio of Xml Financial, LLC, based on Form 13F filings with the SEC.

Stay updated on Xml Financial, LLC with notifications on news.