Kaizen Financial Strategies Select Sector Spdr Consumer Di Transaction History

Kaizen Financial Strategies

$165 Million
Q4 2024

A detailed history of Kaizen Financial Strategies transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Kaizen Financial Strategies holds 1,117 shares of XLY stock, worth $227,153. This represents 0.15% of its overall portfolio holdings.

Number of Shares

1,117

Holding current value

$227,153

% of portfolio

0.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$194.8 - $239.43 $217,591 - $267,443	1,117 New	1,117 $250,000
Q3 2022 Oct 18, 2022	SELL	$140.01 - $172.97 $226,116 - $279,346	-1,615 Reduced 42.96%	2,144 $305,000
Q2 2022 Jul 18, 2022	SELL	$134.63 - $189.39 $34,465 - $48,483	-256 Reduced 6.38%	3,759 $517,000
Q1 2022 May 06, 2022	SELL	$163.19 - $210.31 $295,537 - $380,871	-1,811 Reduced 31.08%	4,015 $743,000
Q4 2021 Jan 26, 2022	BUY	$179.37 - $211.42 $57,039 - $67,231	318 Added 5.77%	5,826 $1.19 Million
Q3 2021 Nov 12, 2021	BUY	$175.93 - $185.89 $89,548 - $94,618	509 Added 10.18%	5,508 $988,000
Q1 2021 May 28, 2021	BUY	$155.83 - $173.21 $223,304 - $248,209	1,433 Added 40.19%	4,999 $840,000
Q4 2020 Feb 03, 2021	BUY	$142.97 - $160.78 $509,831 - $573,341	3,566 New	3,566 $573,000

Others Institutions Holding XLY

# of Institutions

1,462

Shares Held

82.4M

Call Options Held

7.57M

Put Options Held

18.1M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

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Kaizen Financial Strategies Select Sector Spdr Consumer Di Transaction History