Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Nov 01, 2021

SELL
N/A
-33,351 Closed
0 $0
Q2 2021

Aug 10, 2021

SELL
N/A
-419 Reduced 1.24%
33,351 $449,000
Q1 2021

May 14, 2021

BUY
N/A
3,356 Added 11.03%
33,770 $444,000
Q4 2020

Feb 08, 2021

BUY
N/A
10,172 Added 50.25%
30,414 $328,000
Q3 2020

Nov 13, 2020

SELL
N/A
-9,247 Reduced 31.36%
20,242 $126,000
Q2 2020

Jul 31, 2020

SELL
N/A
-5,410 Reduced 15.5%
29,489 $201,000
Q1 2020

May 08, 2020

BUY
N/A
12,428 Added 55.31%
34,899 $277,000
Q4 2019

Feb 04, 2020

BUY
N/A
22,471 New
22,471 $251,000
Track This Portfolio

Track Xml Financial, LLC Portfolio

Follow Xml Financial, 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 Xml Financial, LLC, based on Form 13F filings with the SEC.

News

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