Visionary Wealth Advisors Select Sector Spdr Consumer Di Transaction History

Visionary Wealth Advisors

$1.57 Billion
Q3 2024

A detailed history of Visionary Wealth Advisors transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Visionary Wealth Advisors holds 1,980 shares of XLY stock, worth $466,389. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,980

Previous 2,324 14.8%

Holding current value

$466,389

Previous $423,000 6.38%

% of portfolio

0.03%

Previous 0.03%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$170.05 - $200.86 $58,497 - $69,095	-344 Reduced 14.8%	1,980 $396,000
Q2 2024 Aug 13, 2024	SELL	$169.76 - $184.45 $1,867 - $2,028	-11 Reduced 0.47%	2,324 $423,000
Q1 2024 May 15, 2024	SELL	$170.9 - $185.02 $114,332 - $123,778	-669 Reduced 22.27%	2,335 $429,000
Q4 2023 Feb 14, 2024	SELL	$148.04 - $181.41 $264,399 - $323,998	-1,786 Reduced 37.29%	3,004 $537,000
Q3 2023 Nov 13, 2023	SELL	$158.36 - $176.97 $15,677 - $17,520	-99 Reduced 2.02%	4,790 $771,000
Q2 2023 Aug 11, 2023	BUY	$143.54 - $169.81 $55,549 - $65,716	387 Added 8.6%	4,889 $830,000
Q1 2023 May 15, 2023	BUY	$128.39 - $156.16 $243,042 - $295,610	1,893 Added 72.56%	4,502 $673,000
Q4 2022 Feb 13, 2023	BUY	$126.26 - $147.57 $10,732 - $12,543	85 Added 3.37%	2,609 $337,000
Q3 2022 Nov 14, 2022	SELL	$140.01 - $172.97 $28,142 - $34,766	-201 Reduced 7.38%	2,524 $360,000
Q2 2022 Aug 12, 2022	SELL	$134.63 - $189.39 $18,848 - $26,514	-140 Reduced 4.89%	2,725 $375,000
Q1 2022 May 12, 2022	SELL	$163.19 - $210.31 $701,390 - $903,912	-4,298 Reduced 60.0%	2,865 $530,000
Q4 2021 Feb 14, 2022	BUY	$179.37 - $211.42 $1.28 Million - $1.51 Million	7,163 New	7,163 $1.46 Million
Q1 2021 May 18, 2021	SELL	$155.83 - $173.21 $297,167 - $330,311	-1,907 Closed	0 $0
Q4 2020 Feb 16, 2021	SELL	$142.97 - $160.78 $285 - $321	-2 Reduced 0.1%	1,907 $307,000
Q3 2020 Nov 16, 2020	SELL	$129.0 - $153.76 $19,737 - $23,525	-153 Reduced 7.42%	1,909 $281,000
Q2 2020 Aug 14, 2020	BUY	$92.41 - $133.25 $190,549 - $274,761	2,062 New	2,062 $263,000

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

More about XLY

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Visionary Wealth Advisors Select Sector Spdr Consumer Di Transaction History