Baystate Wealth Management LLC Select Sector Spdr Consumer Di Transaction History

Baystate Wealth Management LLC

$1.36 Billion
Q4 2023

A detailed history of Baystate Wealth Management LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Baystate Wealth Management LLC holds 181 shares of XLY stock, worth $35,738. This represents 0.0% of its overall portfolio holdings.

Number of Shares

181

Previous 181 -0.0%

Holding current value

$35,738

Previous $29,000 10.34%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Sep 21, 2023	BUY	$143.54 - $169.81 $25,980 - $30,735	181 New	181 $30,000
Q4 2022 Jan 12, 2023	BUY	$126.26 - $147.57 $126 - $147	1 Added 0.65%	154 $20,000
Q4 2021 Jan 21, 2022	BUY	$179.37 - $211.42 $179 - $211	1 Added 0.66%	153 $31,000
Q4 2020 Jan 15, 2021	SELL	$142.97 - $160.78 $42,319 - $47,590	-296 Reduced 66.07%	152 $24,000
Q3 2020 Oct 14, 2020	BUY	$129.0 - $153.76 $129 - $153	1 Added 0.22%	448 $66,000
Q2 2020 Jul 28, 2020	BUY	$92.41 - $133.25 $27,353 - $39,442	296 Added 196.03%	447 $57,000
Q1 2020 Apr 22, 2020	BUY	$87.45 - $132.32 $87 - $132	1 Added 0.67%	151 $15,000
Q4 2019 Jan 21, 2020	BUY	$117.45 - $126.06 $17,617 - $18,909	150 New	150 $19,000

Others Institutions Holding XLY

# of Institutions

1,462

Shares Held

82.4M

Call Options Held

7.57M

Put Options Held

18.1M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

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Baystate Wealth Management LLC Select Sector Spdr Consumer Di Transaction History