Foster Victor Wealth Advisors, LLC Select Sector Spdr Consumer Di Transaction History

Foster Victor Wealth Advisors, LLC

  • $1.38 Billion
  • Q3 2024

A detailed history of Foster Victor Wealth Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 1,050 shares of XLY stock, worth $247,327. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,050
Previous 1,038 1.16%
Holding current value
$247,327
Previous $189,000 11.11%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Oct 15, 2024
BUY
$170.05 - $200.86 $2,040 - $2,410
12 Added 1.16%
1,050 $210,000
Q2 2024

Jul 18, 2024
BUY
$169.76 - $184.45 $176,210 - $191,459
1,038 New
1,038 $189,000
Q1 2022

Apr 14, 2022
SELL
$163.19 - $210.31 $173,307 - $223,349
-1,062 Closed
0 $0
Q4 2021

Jan 19, 2022
BUY
$179.37 - $211.42 $190,490 - $224,528
1,062 New
1,062 $214,000

Others Institutions Holding XLY

# of Institutions
1,296
Shares Held
76.8M
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
Track This Portfolio

Track Foster Victor Wealth Advisors, LLC Portfolio

Follow Foster Victor Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foster Victor Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foster Victor Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email