Perfromance Wealth Partners, LLC Select Sector Spdr Consumer Di Transaction History

Perfromance Wealth Partners, LLC

  • $3.09 Billion
  • Q4 2024

A detailed history of Perfromance Wealth Partners, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 1,842 shares of XLY stock, worth $378,844. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,842
Previous 1,842 -0.0%
Holding current value
$378,844
Previous $369,000 11.92%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 19, 2024
BUY
$169.76 - $184.45 $2,716 - $2,951
16 Added 0.88%
1,842 $335,000
Q1 2023

Apr 20, 2023
SELL
$128.39 - $156.16 $1,669 - $2,030
-13 Reduced 0.71%
1,826 $273,000
Q4 2022

Jan 19, 2023
BUY
$126.26 - $147.57 $4,419 - $5,164
35 Added 1.94%
1,839 $0
Q3 2022

Oct 17, 2022
BUY
$140.01 - $172.97 $10,500 - $12,972
75 Added 4.34%
1,804 $257,000
Q1 2022

Apr 21, 2022
BUY
$163.19 - $210.31 $2,121 - $2,734
13 Added 0.76%
1,729 $320,000
Q4 2021

Feb 03, 2022
BUY
$179.37 - $211.42 $307,798 - $362,796
1,716 New
1,716 $351,000

Others Institutions Holding XLY

# of Institutions
1,458
Shares Held
82.9M
Call Options Held
7.57M
Put Options Held
18.1M
View Full List

About SELECT SECTOR SPDR-CONSUMER DI

XLY Quotes by TradingView
  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
Track This Portfolio

Track Perfromance Wealth Partners, LLC Portfolio

Follow Perfromance Wealth Partners, LLC 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 Perfromance Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perfromance Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email