Ever Source Wealth Advisors, LLC Select Sector Spdr Consumer Di Transaction History

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,253 shares of XLY stock, worth $246,891. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,253
Previous 593 111.3%
Holding current value
$246,891
Previous $118,000 138.14%
% of portfolio
0.02%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$194.8 - $239.43 $128,568 - $158,023
660 Added 111.3%
1,253 $281,000
Q2 2024

Aug 13, 2024
BUY
$169.76 - $184.45 $83,521 - $90,749
492 Added 487.13%
593 $108,000
Q1 2024

Jun 11, 2024
BUY
$170.9 - $185.02 $17,260 - $18,687
101 New
101 $18,000
Q1 2023

May 11, 2023
SELL
$128.39 - $156.16 $770 - $936
-6 Reduced 6.59%
85 $12,000
Q4 2022

Feb 09, 2023
BUY
$126.26 - $147.57 $11,489 - $13,428
91 New
91 $11,000
Q1 2022

May 25, 2022
SELL
$163.19 - $210.31 $1,958 - $2,523
-12 Closed
0 $0
Q4 2021

Feb 07, 2022
BUY
$179.37 - $211.42 $2,152 - $2,537
12 New
12 $2,000

Others Institutions Holding XLY

# of Institutions
1,464
Shares Held
82.4M
Call Options Held
7.57M
Put Options Held
18.1M
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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