Taylor & Morgan Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History

Taylor & Morgan Wealth Management, LLC

  • $135 Million
  • Q1 2024

A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 1,119 shares of XLY stock, worth $211,826. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,119
Previous 1,119 -0.0%
Holding current value
$211,826
Previous $200,000 2.5%
% of portfolio
0.15%
Previous 0.16%

Shares

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

Jan 10, 2024
BUY
$148.04 - $181.41 $165,656 - $202,997
1,119 New
1,119 $200,000
Q2 2023

Jul 13, 2023
SELL
$143.54 - $169.81 $59,999 - $70,980
-418 Reduced 25.53%
1,219 $206,000
Q1 2023

Apr 06, 2023
SELL
$128.39 - $156.16 $12,838 - $15,616
-100 Reduced 5.76%
1,637 $244,000
Q3 2022

Oct 12, 2022
SELL
N/A
-97 Reduced 5.29%
1,737 $247,000
Q2 2022

Jul 08, 2022
BUY
N/A
340 Added 22.76%
1,834 $252,000
Q1 2022

Apr 18, 2022
BUY
N/A
1,494 New
1,494 $276,000

Others Institutions Holding XLY

# of Institutions
1,267
Shares Held
82.5M
Call Options Held
9.96M
Put Options Held
13.9M
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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