Soa Wealth Advisors, Llc. Select Sector Spdr Consumer Di Transaction History

Soa Wealth Advisors, Llc.

  • $517 Million
  • Q3 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 140 shares of XLY stock, worth $32,048. This represents 0.01% of its overall portfolio holdings.

Number of Shares
140
Previous 140 -0.0%
Holding current value
$32,048
Previous $28,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 10, 2024
SELL
$148.04 - $181.41 $1,184 - $1,451
-8 Reduced 5.41%
140 $25,000
Q3 2023

Oct 10, 2023
SELL
$158.36 - $176.97 $7,918 - $8,848
-50 Reduced 25.25%
148 $23,000
Q3 2022

Oct 07, 2022
BUY
$140.01 - $172.97 $8,120 - $10,032
58 Added 41.43%
198 $28,000
Q4 2020

Mar 10, 2021
BUY
$142.97 - $160.78 $20,015 - $22,509
140 New
140 $23,000

Others Institutions Holding XLY

# of Institutions
1,297
Shares Held
76.8M
Call Options Held
7.35M
Put Options Held
18M
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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