A detailed history of Balboa Wealth Partners transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Balboa Wealth Partners holds 1,709 shares of XLY stock, worth $400,709. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,709
Previous 1,727 1.04%
Holding current value
$400,709
Previous $315,000 8.57%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Nov 06, 2024

SELL
$170.05 - $200.86 $3,060 - $3,615
-18 Reduced 1.04%
1,709 $342,000
Q2 2024

Aug 13, 2024

BUY
$169.76 - $184.45 $60,774 - $66,033
358 Added 26.15%
1,727 $315,000
Q1 2024

May 13, 2024

SELL
$170.9 - $185.02 $122,535 - $132,659
-717 Reduced 34.37%
1,369 $251,000
Q4 2023

Feb 09, 2024

SELL
$148.04 - $181.41 $177,055 - $216,966
-1,196 Reduced 36.44%
2,086 $372,000
Q3 2023

Oct 23, 2023

BUY
$158.36 - $176.97 $160,893 - $179,801
1,016 Added 44.84%
3,282 $528,000
Q2 2023

Aug 08, 2023

SELL
$143.54 - $169.81 $235,118 - $278,148
-1,638 Reduced 41.96%
2,266 $384,000
Q1 2023

May 11, 2023

BUY
$128.39 - $156.16 $296,452 - $360,573
2,309 Added 144.76%
3,904 $583,000
Q4 2022

Feb 14, 2023

SELL
$126.26 - $147.57 $192,925 - $225,486
-1,528 Reduced 48.93%
1,595 $206,000
Q3 2022

Jan 04, 2023

BUY
$140.01 - $172.97 $437,251 - $540,185
3,123 New
3,123 $445,000

Others Institutions Holding XLY

About SELECT SECTOR SPDR-CONSUMER DI


  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
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