A detailed history of Confluence Wealth Services, Inc. transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 1,196 shares of XLY stock, worth $280,426. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,196
Previous 1,817 34.18%
Holding current value
$280,426
Previous $331,000 27.79%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Oct 29, 2024

SELL
$170.05 - $200.86 $105,601 - $124,734
-621 Reduced 34.18%
1,196 $239,000
Q2 2024

Jul 31, 2024

BUY
$169.76 - $184.45 $106,269 - $115,465
626 Added 52.56%
1,817 $331,000
Q1 2024

Apr 22, 2024

BUY
$170.9 - $185.02 $203,541 - $220,358
1,191 New
1,191 $219,000
Q2 2022

Aug 15, 2022

SELL
$134.63 - $189.39 $22,213 - $31,249
-165 Reduced 10.86%
1,354 $224,000
Q1 2022

Apr 26, 2022

SELL
$163.19 - $210.31 $8,322 - $10,725
-51 Reduced 3.25%
1,519 $281,000
Q4 2021

Feb 10, 2022

BUY
$179.37 - $211.42 $281,610 - $331,929
1,570 New
1,570 $320,000

Others Institutions Holding XLY

About SELECT SECTOR SPDR-CONSUMER DI


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