A detailed history of Alterity Financial Group, LLC transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Alterity Financial Group, LLC holds 8,055 shares of XLB stock, worth $753,625. This represents 0.99% of its overall portfolio holdings.

Number of Shares
8,055
Previous 8,055 -0.0%
Holding current value
$753,625
Previous $632,000 9.02%
% of portfolio
0.99%
Previous 1.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 27, 2023

SELL
$77.84 - $85.72 $8,328 - $9,172
-107 Reduced 1.31%
8,055 $632,000
Q2 2022

Aug 15, 2022

SELL
$73.54 - $90.55 $2,426 - $2,988
-33 Reduced 0.4%
8,162 $601,000
Q4 2021

Feb 14, 2022

BUY
$80.02 - $90.61 $2,640 - $2,990
33 Added 0.4%
8,195 $743,000
Q1 2021

Apr 28, 2022

BUY
$70.64 - $79.69 $576,563 - $650,429
8,162 New
8,162 $719,000

Others Institutions Holding XLB

About SELECT SECTOR SPDR FD-MATERIAL


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

Track Alterity Financial Group, LLC Portfolio

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

News

Stay updated on Alterity Financial Group, LLC with notifications on news.