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

Insight Wealth Strategies, LLC

$749 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 12, 2022	SELL	$163.19 - $210.31 $170,043 - $219,143	-1,042 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	$179.37 - $211.42 $186,903 - $220,299	1,042 New	1,042 $213,000
Q2 2021 Aug 12, 2021	SELL	$166.65 - $179.87 $233,809 - $252,357	-1,403 Closed	0 $0
Q1 2021 May 12, 2021	SELL	$155.83 - $173.21 $4,051 - $4,503	-26 Reduced 1.82%	1,403 $236,000
Q4 2020 Feb 05, 2021	BUY	$142.97 - $160.78 $285 - $321	2 Added 0.14%	1,429 $230,000
Q3 2020 Oct 29, 2020	SELL	$129.0 - $153.76 $60,759 - $72,420	-471 Reduced 24.82%	1,427 $210,000
Q2 2020 Jul 31, 2020	SELL	$92.41 - $133.25 $96,476 - $139,113	-1,044 Reduced 35.49%	1,898 $242,000
Q1 2020 Apr 21, 2020	SELL	$87.45 - $132.32 $14.5 Million - $21.9 Million	-165,323 Reduced 98.25%	2,942 $289,000
Q4 2019 Feb 21, 2020	BUY	$117.45 - $126.06 $36,409 - $39,078	310 Added 0.18%	168,265 $21.1 Million
Q3 2019 Nov 06, 2019	BUY	$119.52 - $123.67 $1.83 Million - $1.89 Million	15,320 Added 10.04%	167,955 $20.3 Million
Q2 2019 Aug 06, 2019	BUY	N/A	152,635 New	152,635 $18.2 Million

Others Institutions Holding XLY

# of Institutions

1,297

Shares Held

76.8M

Call Options Held

7.35M

Put Options Held

18M

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Insight Wealth Strategies, LLC with notifications on news.