A detailed history of Fernwood Investment Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Fernwood Investment Management, LLC holds 2,913 shares of XLY stock, worth $629,091. This represents 0.23% of its overall portfolio holdings.

Number of Shares
2,913
Previous 3,163 7.9%
Holding current value
$629,091
Previous $633,000 3.16%
% of portfolio
0.23%
Previous 0.21%

Shares

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

Feb 13, 2025

SELL
$194.8 - $239.43 $48,700 - $59,857
-250 Reduced 7.9%
2,913 $653,000
Q2 2022

Aug 11, 2022

SELL
$134.63 - $189.39 $14,809 - $20,832
-110 Reduced 3.36%
3,163 $435,000
Q3 2020

Nov 03, 2020

BUY
$129.0 - $153.76 $12,900 - $15,376
100 Added 3.15%
3,273 $481,000
Q2 2020

Aug 06, 2020

SELL
$92.41 - $133.25 $9,241 - $13,325
-100 Reduced 3.06%
3,173 $405,000
Q3 2019

Nov 14, 2019

BUY
$119.52 - $123.67 $5,378 - $5,565
45 Added 1.39%
3,273 $395,000
Q2 2019

Aug 01, 2019

SELL
N/A
-110 Reduced 3.3%
3,228 $385,000
Q3 2018

Nov 13, 2018

BUY
N/A
150 Added 4.71%
3,338 $391,000
Q4 2017

Feb 05, 2018

BUY
N/A
200 Added 6.69%
3,188 $315,000
Q3 2017

Nov 09, 2017

BUY
N/A
2,988
2,988 $269,000

Others Institutions Holding XLY

About SELECT SECTOR SPDR-CONSUMER DI


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