Intercontinental Wealth Advisors, LLC Select Sector Spdr Consumer Di Transaction History

Intercontinental Wealth Advisors, LLC

$416 Million
Q2 2023

A detailed history of Intercontinental Wealth Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 1,574 shares of XLY stock, worth $299,091. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,574

Previous 1,595 1.32%

Holding current value

$299,091

Previous $238,000 12.18%

% of portfolio

0.06%

Previous 0.06%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 21, 2023	SELL	$143.54 - $169.81 $3,014 - $3,566	-21 Reduced 1.32%	1,574 $267,000
Q1 2023 May 03, 2023	SELL	$128.39 - $156.16 $56,106 - $68,241	-437 Reduced 21.51%	1,595 $238,000
Q4 2022 Feb 13, 2023	BUY	$126.26 - $146.17 $53,155 - $61,537	421 Added 26.13%	2,032 $262,000
Q3 2022 Nov 10, 2022	SELL	N/A	-9 Reduced 0.56%	1,611 $229,000
Q1 2022 May 09, 2022	SELL	N/A	-46 Reduced 2.76%	1,620 $300,000

Q4 2021 Feb 08, 2022	BUY	N/A	166 Added 11.07%	1,666 $341,000
Q4 2018 Jan 31, 2019	BUY	N/A	1,500 New	1,500 $149,000
Q1 2018 May 02, 2018	SELL	N/A	-5,650 Closed	0 $0
Q3 2017 Nov 13, 2017	SELL	N/A	-440 Reduced 7.22%	5,650 $509,000
Q4 2016 Mar 09, 2018	BUY	N/A	6,090	6,090 $496,000

Others Institutions Holding XLY

# of Institutions

1,271

Shares Held

82.5M

Call Options Held

9.96M

Put Options Held

13.9M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

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Intercontinental Wealth Advisors, LLC Select Sector Spdr Consumer Di Transaction History