Blue Bell Private Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History

Blue Bell Private Wealth Management, LLC

$499 Million
Q3 2024

A detailed history of Blue Bell Private Wealth Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 448 shares of XLY stock, worth $105,526. This represents 0.02% of its overall portfolio holdings.

Number of Shares

448

Previous 459 2.4%

Holding current value

$105,526

Previous $83,000 7.23%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$170.05 - $200.86 $1,870 - $2,209	-11 Reduced 2.4%	448 $89,000
Q2 2024 Aug 05, 2024	SELL	$169.76 - $184.45 $22,238 - $24,162	-131 Reduced 22.2%	459 $83,000
Q1 2024 Apr 24, 2024	SELL	$170.9 - $185.02 $10,254 - $11,101	-60 Reduced 9.23%	590 $108,000
Q4 2023 Jan 25, 2024	BUY	$148.04 - $181.41 $83,050 - $101,771	561 Added 630.34%	650 $116,000
Q2 2023 Aug 08, 2023	SELL	$143.54 - $169.81 $13,636 - $16,131	-95 Reduced 51.63%	89 $15,000
Q3 2021 Nov 10, 2021	SELL	$175.93 - $185.89 $2,287 - $2,416	-13 Reduced 6.6%	184 $33,000
Q2 2021 Aug 05, 2021	BUY	$166.65 - $179.87 $19,164 - $20,685	115 Added 140.24%	197 $35,000
Q3 2017 Oct 24, 2017	BUY	N/A	82	82 $7,000

Others Institutions Holding XLY

# of Institutions

1,296

Shares Held

76.8M

Call Options Held

7.35M

Put Options Held

18M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

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Blue Bell Private Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History