A detailed history of Concord Wealth Partners transactions in Financial Sector Spdr stock. As of the latest transaction made, Concord Wealth Partners holds 673 shares of XLF stock, worth $32,970. This represents 0.01% of its overall portfolio holdings.

Number of Shares
673
Previous 603 11.61%
Holding current value
$32,970
Previous $24,000 25.0%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Oct 24, 2024

BUY
$40.84 - $45.74 $2,858 - $3,201
70 Added 11.61%
673 $30,000
Q3 2023

Oct 25, 2023

SELL
$33.17 - $35.6 $10,879 - $11,676
-328 Reduced 35.23%
603 $20,000
Q2 2023

Aug 07, 2023

SELL
$31.55 - $33.71 $2,366 - $2,528
-75 Reduced 7.46%
931 $31,000
Q1 2023

Apr 26, 2023

SELL
$30.98 - $37.0 $49,537 - $59,163
-1,599 Reduced 61.38%
1,006 $32,000
Q4 2022

Jan 27, 2023

BUY
$30.29 - $36.31 $78,905 - $94,587
2,605 New
2,605 $89,000
Q1 2022

Apr 20, 2022

SELL
$35.66 - $41.42 $2,888 - $3,355
-81 Reduced 2.9%
2,709 $104,000
Q4 2021

Jan 21, 2022

BUY
$37.54 - $40.62 $90,321 - $97,731
2,406 Added 626.56%
2,790 $109,000
Q3 2021

Nov 09, 2021

SELL
$35.11 - $39.0 $21,838 - $24,258
-622 Reduced 61.83%
384 $14,000
Q2 2021

Jul 29, 2021

SELL
$34.47 - $38.47 $55,565 - $62,013
-1,612 Reduced 61.57%
1,006 $37,000
Q1 2021

May 13, 2021

BUY
$28.95 - $34.77 $73,619 - $88,420
2,543 Added 3390.67%
2,618 $89,000
Q4 2020

Feb 16, 2021

BUY
$23.61 - $29.48 $1,770 - $2,211
75 New
75 $2,000

Others Institutions Holding XLF

About FINANCIAL SECTOR SPDR


  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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