Confluence Wealth Services, Inc. Select Sector Spdr Consumer Di Transaction History

Confluence Wealth Services, Inc.

  • $1.21 Billion
  • Q2 2024

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 1,817 shares of XLY stock, worth $362,727. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,817
Previous 1,191 52.56%
Holding current value
$362,727
Previous $219,000 51.14%
% of portfolio
0.03%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

# of Institutions
1,276
Shares Held
81.5M
Call Options Held
5.83M
Put Options Held
12.5M
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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