A detailed history of Jamison Private Wealth Management, Inc. transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 71 shares of XLY stock, worth $16,647. This represents 0.0% of its overall portfolio holdings.

Number of Shares
71
Previous 30 136.67%
Holding current value
$16,647
Previous $5.47 Million 160.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 15, 2024

BUY
$170.05 - $200.86 $6,972 - $8,235
41 Added 136.67%
71 $14.2 Million
Q3 2023

Jan 05, 2024

BUY
$158.36 - $176.97 $4,750 - $5,309
30 New
30 $4.83 Million

Others Institutions Holding XLY

About SELECT SECTOR SPDR-CONSUMER DI


  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
Track This Portfolio

Track Jamison Private Wealth Management, Inc. Portfolio

Follow Jamison Private Wealth Management, Inc. 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 Jamison Private Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Jamison Private Wealth Management, Inc. with notifications on news.