Moulton Wealth Management, Inc Industrial Sector Spdr Transaction History

Moulton Wealth Management, Inc

  • $129 Million
  • Q4 2024

A detailed history of Moulton Wealth Management, Inc transactions in Industrial Sector Spdr stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 15,617 shares of XLI stock, worth $2.11 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares
15,617
Previous 14,818 5.39%
Holding current value
$2.11 Million
Previous $2.01 Million 2.54%
% of portfolio
1.6%
Previous 1.7%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$131.76 - $143.99 $105,276 - $115,048
799 Added 5.39%
15,617 $2.06 Million
Q3 2024

Oct 17, 2024
BUY
$120.56 - $135.44 $1.79 Million - $2.01 Million
14,818 New
14,818 $2.01 Million
Q3 2021

Oct 12, 2021
SELL
$97.84 - $105.53 $4.89 Million - $5.28 Million
-49,987 Closed
0 $0
Q2 2021

Jul 20, 2021
SELL
$98.78 - $105.53 $1.09 Million - $1.16 Million
-10,987 Reduced 18.02%
49,987 $5.12 Million
Q1 2021

Apr 08, 2021
BUY
$84.77 - $98.77 $404,268 - $471,034
4,769 Added 8.49%
60,974 $6.08 Million
Q4 2020

Jan 12, 2021
BUY
$74.87 - $89.65 $4.21 Million - $5.04 Million
56,205 New
56,205 $5.04 Million

Others Institutions Holding XLI

# of Institutions
1,537
Shares Held
141M
Call Options Held
23.1M
Put Options Held
38.6M
View Full List

About INDUSTRIAL SECTOR SPDR

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