Westside Investment Management, Inc. Select Sector Spdr Consumer Di Transaction History

Westside Investment Management, Inc.

$475 Billion
Q4 2024

A detailed history of Westside Investment Management, Inc. transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Westside Investment Management, Inc. holds 1,351 shares of XLY stock, worth $291,761. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,351

Previous 1,351 -0.0%

Holding current value

$291,761

Previous $265 Million 14.2%

% of portfolio

0.06%

Previous 0.06%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 20, 2024	BUY	$170.05 - $200.86 $26,867 - $31,735	158 Added 13.24%	1,351 $265 Million
Q1 2024 Apr 19, 2024	BUY	$170.9 - $185.02 $13,672 - $14,801	80 Added 7.19%	1,193 $219 Million
Q4 2023 Jan 12, 2024	BUY	$148.04 - $181.41 $31,532 - $38,640	213 Added 23.67%	1,113 $199 Million
Q4 2022 Jan 31, 2023	BUY	$126.26 - $147.57 $12,626 - $14,757	100 Added 12.5%	900 $38.6 Million
Q3 2022 Nov 09, 2022	SELL	$140.01 - $172.97 $28,002 - $34,594	-200 Reduced 20.0%	800 $42.8 Million
Q1 2022 Apr 25, 2022	SELL	$163.19 - $210.31 $2,121 - $2,734	-13 Reduced 1.28%	1,000 $0
Q1 2021 Apr 14, 2021	BUY	$155.83 - $173.21 $46,749 - $51,963	300 Added 42.08%	1,013 $0
Q1 2020 Apr 16, 2020	BUY	$87.45 - $132.32 $18,626 - $28,184	213 Added 42.6%	713 $0
Q4 2017 Feb 15, 2018	SELL	N/A	-600 Reduced 54.55%	500 $0
Q2 2017 Aug 15, 2017	BUY	N/A	1,100	1,100 $0

Others Institutions Holding XLY

# of Institutions

1,454

Shares Held

82.9M

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 Westside Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Westside Investment Management, Inc. with notifications on news.

Account

Westside Investment Management, Inc. Select Sector Spdr Consumer Di Transaction History