Carolinas Wealth Consulting LLC Select Sector Spdr Consumer Di Transaction History

Carolinas Wealth Consulting LLC

$577 Million
Q3 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 74 shares of XLY stock, worth $16,692. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 74 -0.0%

Holding current value

$16,692

Previous $13,000 7.69%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$169.76 - $184.45 $169 - $184	1 Added 1.37%	74 $13,000
Q1 2023 May 15, 2023	BUY	$128.39 - $156.16 $128 - $156	1 Added 1.39%	73 $10,000
Q2 2022 Aug 16, 2022	SELL	$134.63 - $189.39 $79,970 - $112,497	-594 Reduced 89.19%	72 $10,000
Q4 2021 Feb 14, 2022	BUY	$179.37 - $211.42 $17,757 - $20,930	99 Added 17.46%	666 $136,000
Q2 2021 Aug 17, 2021	BUY	$166.65 - $179.87 $166 - $179	1 Added 0.18%	567 $101,000
Q3 2020 Nov 12, 2020	SELL	$129.0 - $153.76 $9,417 - $11,224	-73 Reduced 11.42%	566 $83,000
Q1 2020 May 11, 2020	BUY	$87.45 - $132.32 $5,596 - $8,468	64 Added 11.13%	639 $63,000
Q4 2019 Feb 14, 2020	BUY	$117.45 - $126.06 $67,533 - $72,484	575 New	575 $71,000

Others Institutions Holding XLY

# of Institutions

1,375

Shares Held

78.2M

Call Options Held

7.35M

Put Options Held

17.7M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

More about XLY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Carolinas Wealth Consulting LLC, based on Form 13F filings with the SEC.

News

Stay updated on Carolinas Wealth Consulting LLC with notifications on news.

Account

Carolinas Wealth Consulting LLC Select Sector Spdr Consumer Di Transaction History