Dynamic Wealth Strategies, LLC Select Sector Spdr Consumer Di Transaction History

Dynamic Wealth Strategies, LLC

  • $123 Million
  • Q3 2024

A detailed history of Dynamic Wealth Strategies, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 1,793 shares of XLY stock, worth $384,813. This represents 0.29% of its overall portfolio holdings.

Number of Shares
1,793
Previous 1,800 0.39%
Holding current value
$384,813
Previous $328,000 9.45%
% of portfolio
0.29%
Previous 0.28%

Shares

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

Nov 13, 2024
SELL
$170.05 - $200.86 $1,190 - $1,406
-7 Reduced 0.39%
1,793 $359,000
Q2 2024

Aug 15, 2024
SELL
$169.76 - $184.45 $1,867 - $2,028
-11 Reduced 0.61%
1,800 $328,000
Q1 2024

May 15, 2024
BUY
$170.9 - $185.02 $6,323 - $6,845
37 Added 2.09%
1,811 $333,000
Q4 2023

Feb 13, 2024
BUY
$148.04 - $181.41 $262,622 - $321,821
1,774 New
1,774 $317 Million

Others Institutions Holding XLY

# of Institutions
1,294
Shares Held
76.7M
Call Options Held
7.35M
Put Options Held
18M
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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