Moulton Wealth Management, Inc Select Sector Spdr Consumer Di Transaction History

Moulton Wealth Management, Inc

$129 Million
Q4 2024

A detailed history of Moulton Wealth Management, Inc transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 10,669 shares of XLY stock, worth $2.1 Million. This represents 1.86% of its overall portfolio holdings.

Number of Shares

10,669

Previous 5,081 109.98%

Holding current value

$2.1 Million

Previous $1.02 Million 135.07%

% of portfolio

1.86%

Previous 0.86%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$194.8 - $239.43 $1.09 Million - $1.34 Million	5,588 Added 109.98%	10,669 $2.39 Million
Q3 2024 Oct 17, 2024	BUY	$170.05 - $200.86 $864,024 - $1.02 Million	5,081 New	5,081 $1.02 Million
Q1 2022 Apr 19, 2022	SELL	$163.19 - $210.31 $1.9 Million - $2.45 Million	-11,667 Closed	0 $0
Q4 2021 Jan 12, 2022	BUY	$179.37 - $211.42 $2.09 Million - $2.47 Million	11,667 New	11,667 $2.44 Million

Others Institutions Holding XLY

# of Institutions

1,464

Shares Held

82.4M

Call Options Held

7.57M

Put Options Held

18.1M

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 Moulton Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Moulton Wealth Management, Inc with notifications on news.

Account

Moulton Wealth Management, Inc Select Sector Spdr Consumer Di Transaction History