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

Jfs Wealth Advisors, LLC

  • $1.27 Billion
  • Q2 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 217 shares of XLY stock, worth $43,319. This represents 0.0% of its overall portfolio holdings.

Number of Shares
217
Previous 212 2.36%
Holding current value
$43,319
Previous $38,000 2.63%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024
BUY
$169.76 - $184.45 $848 - $922
5 Added 2.36%
217 $39,000
Q1 2024

Apr 30, 2024
SELL
$170.9 - $185.02 $20,337 - $22,017
-119 Reduced 35.95%
212 $38,000
Q2 2023

Aug 07, 2023
SELL
$143.54 - $169.81 $3,588 - $4,245
-25 Reduced 7.02%
331 $56,000
Q1 2023

Apr 19, 2023
SELL
$128.39 - $156.16 $16,048 - $19,520
-125 Reduced 25.99%
356 $53,000
Q4 2022

Feb 13, 2023
SELL
$126.26 - $147.57 $69,821 - $81,606
-553 Reduced 53.48%
481 $62,000
Q2 2022

Aug 02, 2022
SELL
$134.63 - $189.39 $33,657 - $47,347
-250 Reduced 19.47%
1,034 $142,000
Q1 2022

May 02, 2022
BUY
$163.19 - $210.31 $60,217 - $77,604
369 Added 40.33%
1,284 $238,000
Q3 2021

Nov 09, 2021
BUY
$175.93 - $185.89 $160,975 - $170,089
915 New
915 $164,000
Q4 2020

Feb 01, 2021
SELL
$142.97 - $160.78 $29,165 - $32,799
-204 Closed
0 $0
Q3 2020

Oct 28, 2020
BUY
$129.0 - $153.76 $26,316 - $31,367
204 New
204 $30,000
Q4 2018

Jan 28, 2019
SELL
N/A
-117 Closed
0 $0
Q3 2018

Nov 09, 2018
BUY
N/A
117 New
117 $14,000
Q2 2018

Jul 26, 2018
SELL
N/A
-78 Closed
0 $0
Q1 2018

Apr 26, 2018
BUY
N/A
63 Added 420.0%
78 $8,000
Q4 2017

Jan 31, 2018
BUY
N/A
15
15 $1,000

Others Institutions Holding XLY

# of Institutions
1,276
Shares Held
81.5M
Call Options Held
5.83M
Put Options Held
12.5M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

XLY Quotes by TradingView
  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
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