Beaird Harris Wealth Management, LLC Select Sector Spdr Consumer Di Transaction History

Beaird Harris Wealth Management, LLC

  • $1.08 Billion
  • Q4 2024

A detailed history of Beaird Harris Wealth Management, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 33 shares of XLY stock, worth $6,507. This represents 0.0% of its overall portfolio holdings.

Number of Shares
33
Previous 2,672 98.76%
Holding current value
$6,507
Previous $535,000 98.69%
% of portfolio
0.0%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$194.8 - $239.43 $514,077 - $631,855
-2,639 Reduced 98.76%
33 $7,000
Q3 2024

Dec 02, 2024
BUY
$170.05 - $200.86 $448,761 - $530,069
2,639 Added 7996.97%
2,672 $535,000
Q2 2024

Aug 15, 2024
BUY
$169.76 - $184.45 $5,602 - $6,086
33 New
33 $6,000

Others Institutions Holding XLY

# of Institutions
1,461
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
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