Prestige Wealth Management Group LLC Select Sector Spdr Consumer Di Transaction History

Prestige Wealth Management Group LLC

$460 Million
Q3 2024

A detailed history of Prestige Wealth Management Group LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Prestige Wealth Management Group LLC holds 396 shares of XLY stock, worth $91,083. This represents 0.02% of its overall portfolio holdings.

Number of Shares

396

Previous 396 -0.0%

Holding current value

$91,083

Previous $72,000 9.72%

% of portfolio

0.02%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Apr 26, 2024	SELL	$158.36 - $176.97 $30,088 - $33,624	-190 Reduced 32.42%	396 $63,000
Q3 2023 Nov 13, 2023	SELL	$158.36 - $176.97 $30,088 - $33,624	-190 Reduced 32.42%	396 $63,000
Q1 2023 Apr 26, 2024	BUY	$128.39 - $156.16 $24,394 - $29,670	190 Added 47.98%	586 $87,000
Q1 2023 May 16, 2023	SELL	$128.39 - $156.16 $56,619 - $68,866	-441 Reduced 42.94%	586 $87,000
Q4 2022 Feb 07, 2023	BUY	$126.26 - $147.57 $77,523 - $90,607	614 Added 148.67%	1,027 $132,000
Q2 2022 Aug 10, 2022	SELL	$134.63 - $189.39 $7,404 - $10,416	-55 Reduced 11.75%	413 $57,000
Q3 2021 Nov 12, 2021	SELL	$175.93 - $185.89 $231,172 - $244,259	-1,314 Reduced 73.74%	468 $84,000
Q2 2021 Aug 12, 2021	BUY	$166.65 - $179.87 $218,978 - $236,349	1,314 Added 280.77%	1,782 $318,000
Q1 2021 May 13, 2021	SELL	$155.83 - $173.21 $568,156 - $631,523	-3,646 Reduced 88.62%	468 $79,000
Q4 2020 Feb 17, 2021	BUY	$142.97 - $160.78 $521,268 - $586,203	3,646 Added 779.06%	4,114 $661,000
Q2 2020 Aug 13, 2020	SELL	$92.41 - $133.25 $62,653 - $90,343	-678 Reduced 59.16%	468 $60,000
Q1 2020 May 15, 2020	SELL	$87.45 - $132.32 $40,227 - $60,867	-460 Reduced 28.64%	1,146 $112,000
Q4 2019 Jan 28, 2020	BUY	$117.45 - $126.06 $150,101 - $161,104	1,278 Added 389.63%	1,606 $201,000
Q4 2018 Apr 16, 2019	BUY	N/A	328 New	328 $32,000

Others Institutions Holding XLY

# of Institutions

1,329

Shares Held

76.4M

Call Options Held

7.35M

Put Options Held

18M

View Full List

About SELECT SECTOR SPDR-CONSUMER DI

Ticker XLY
Sector ETFs
Industry ETFs

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Prestige Wealth Management Group LLC Select Sector Spdr Consumer Di Transaction History