Bernardo Wealth Planning LLC Select Sector Spdr Consumer Di Transaction History

Bernardo Wealth Planning LLC

$412 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 23, 2021	SELL	$155.83 - $173.21 $731,777 - $813,394	-4,696 Closed	0 $0
Q4 2020 Feb 01, 2021	BUY	$142.97 - $160.78 $126,099 - $141,807	882 Added 23.13%	4,696 $755,000
Q3 2020 Oct 23, 2020	BUY	$129.0 - $153.76 $31,347 - $37,363	243 Added 6.8%	3,814 $560,000
Q2 2020 Aug 03, 2020	SELL	$92.41 - $133.25 $452,254 - $652,125	-4,894 Reduced 57.81%	3,571 $456,000
Q1 2020 May 01, 2020	BUY	$87.45 - $132.32 $408,478 - $618,066	4,671 Added 123.12%	8,465 $647,000
Q4 2019 Feb 10, 2020	SELL	$117.45 - $126.06 $9,043 - $9,706	-77 Reduced 1.99%	3,794 $475,000
Q3 2019 Nov 04, 2019	BUY	$119.52 - $123.67 $1,553 - $1,607	13 Added 0.34%	3,871 $467,000
Q2 2019 Aug 13, 2019	BUY	N/A	12 Added 0.31%	3,858 $460,000
Q1 2019 May 08, 2019	BUY	N/A	390 Added 11.28%	3,846 $438,000
Q4 2018 Feb 14, 2019	BUY	N/A	3,456 New	3,456 $342,000

Others Institutions Holding XLY

# of Institutions

1,297

Shares Held

76.8M

Call Options Held

7.35M

Put Options Held

18M

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
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