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

Lowe Wealth Advisors, LLC

$230 Million
Q3 2024

A detailed history of Lowe Wealth Advisors, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 20 shares of XLY stock, worth $4,711. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 20 -0.0%

Holding current value

$4,711

Previous $3,000 33.33%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 06, 2023	SELL	$143.54 - $169.81 $9,330 - $11,037	-65 Reduced 76.47%	20 $3,000
Q1 2021 Apr 06, 2021	SELL	$155.83 - $173.21 $555,533 - $617,493	-3,565 Reduced 97.67%	85 $14,000
Q4 2020 Jan 07, 2021	BUY	$142.97 - $160.78 $497,535 - $559,514	3,480 Added 2047.06%	3,650 $587,000
Q3 2020 Oct 16, 2020	BUY	$129.0 - $153.76 $14,190 - $16,913	110 Added 183.33%	170 $25,000
Q1 2020 Apr 10, 2020	SELL	$87.45 - $132.32 $190,203 - $287,796	-2,175 Reduced 97.32%	60 $6,000
Q4 2019 Jan 15, 2020	BUY	$117.45 - $126.06 $250,755 - $269,138	2,135 Added 2135.0%	2,235 $280,000
Q2 2019 Jul 10, 2019	BUY	N/A	100 New	100 $12,000
Q4 2017 Jan 18, 2018	SELL	N/A	-50 Closed	0 $0
Q3 2017 Oct 05, 2017	BUY	N/A	50	50 $5,000

Others Institutions Holding XLY

# of Institutions

1,296

Shares Held

76.8M

Call Options Held

7.35M

Put Options Held

18M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

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