A detailed history of Sharkey, Howes & Javer transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Sharkey, Howes & Javer holds 1,502 shares of XLY stock, worth $299,844. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,502
Holding current value
$299,844
% of portfolio
0.05%

Shares

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

Oct 21, 2024

BUY
$170.05 - $200.86 $255,415 - $301,691
1,502 New
1,502 $300,000
Q2 2018

Jul 26, 2018

SELL
N/A
-107 Closed
0 $0
Q4 2017

Feb 15, 2018

SELL
N/A
-19 Reduced 15.08%
107 $11,000
Q4 2017

Feb 14, 2018

BUY
N/A
19 Added 17.76%
126 $7,000
Q3 2017

Oct 11, 2017

BUY
N/A
107
107 $10,000

Others Institutions Holding XLY

About SELECT SECTOR SPDR-CONSUMER DI


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

Track Sharkey, Howes & Javer Portfolio

Follow Sharkey, Howes & Javer 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 Sharkey, Howes & Javer, based on Form 13F filings with the SEC.

News

Stay updated on Sharkey, Howes & Javer with notifications on news.