Balboa Wealth Partners Select Sector Spdr Consumer Di Transaction History

Balboa Wealth Partners

  • $310 Million
  • Q1 2024

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 1,369 shares of XLY stock, worth $255,428. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,369
Previous 2,086 34.37%
Holding current value
$255,428
Previous $372,000 32.53%
% of portfolio
0.08%
Previous 0.13%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 - $146.17 $192,925 - $223,347
-1,528 Reduced 48.93%
1,595 $206,000
Q3 2022

Jan 04, 2023
BUY
N/A
3,123 New
3,123 $445,000

Others Institutions Holding XLY

# of Institutions
1,265
Shares Held
82.5M
Call Options Held
9.96M
Put Options Held
13.9M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

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