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 $2.2 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares
15,617
Previous 14,818 5.39%
Holding current value
$2.2 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
1,448
Shares Held
131M
Call Options Held
22.5M
Put Options Held
32.6M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
Track This Portfolio

Track Moulton Wealth Management, Inc Portfolio

Follow Moulton Wealth Management, Inc 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 Moulton Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Moulton Wealth Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email