Lake Point Wealth Management Financial Sector Spdr Transaction History

Lake Point Wealth Management

  • $176 Million
  • Q2 2022

A detailed history of Lake Point Wealth Management transactions in Financial Sector Spdr stock. As of the latest transaction made, Lake Point Wealth Management holds 58 shares of XLF stock, worth $2,765. This represents 0.0% of its overall portfolio holdings.

Number of Shares
58
Previous 58 -0.0%
Holding current value
$2,765
Previous $2,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Aug 04, 2021
SELL
$34.47 - $38.47 $9,444 - $10,540
-274 Reduced 82.53%
58 $2,000
Q4 2019

Feb 13, 2020
SELL
$26.78 - $30.94 $10,229 - $11,819
-382 Reduced 53.5%
332 $10,000
Q1 2019

Aug 07, 2019
SELL
N/A
-288 Reduced 28.74%
714 $20,000
Q1 2019

Jun 03, 2019
BUY
N/A
82 Added 8.91%
1,002 $21,000
Q4 2018

Aug 07, 2019
SELL
N/A
-82 Reduced 8.18%
920 $22,000
Q4 2018

Feb 21, 2019
BUY
N/A
1,002 New
1,002 $21,000

Others Institutions Holding XLF

# of Institutions
2,045
Shares Held
761M
Call Options Held
260M
Put Options Held
343M
View Full List

About FINANCIAL SECTOR SPDR

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