A detailed history of Winch Advisory Services, LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Winch Advisory Services, LLC holds 109 shares of XLY stock, worth $21,477. This represents 0.01% of its overall portfolio holdings.

Number of Shares
109
Previous 127 14.17%
Holding current value
$21,477
Previous $25,000 4.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 14, 2025

SELL
$194.8 - $239.43 $3,506 - $4,309
-18 Reduced 14.17%
109 $24,000
Q2 2024

Jul 31, 2024

BUY
$169.76 - $184.45 $169 - $184
1 Added 0.79%
127 $23,000
Q2 2023

Aug 08, 2023

BUY
$143.54 - $169.81 $143 - $169
1 Added 0.8%
126 $21,000
Q3 2022

Oct 31, 2022

BUY
$140.01 - $172.97 $140 - $172
1 Added 0.81%
125 $18,000
Q2 2022

Aug 12, 2022

SELL
$134.63 - $189.39 $134 - $189
-1 Reduced 0.8%
124 $17,000
Q1 2022

Apr 26, 2022

SELL
$163.19 - $210.31 $163 - $210
-1 Reduced 0.79%
125 $23,000
Q4 2021

Feb 04, 2022

BUY
$179.37 - $211.42 $179 - $211
1 Added 0.8%
126 $26,000
Q1 2021

May 03, 2021

BUY
$155.83 - $173.21 $8,258 - $9,180
53 Added 73.61%
125 $21,000
Q2 2019

Aug 07, 2019

BUY
N/A
33 Added 84.62%
72 $9,000
Q4 2017

Feb 13, 2018

SELL
N/A
-89 Reduced 69.53%
39 $4,000
Q3 2017

Nov 13, 2017

BUY
N/A
128
128 $11,000

Others Institutions Holding XLY

About SELECT SECTOR SPDR-CONSUMER DI


  • Ticker XLY
  • Sector ETFs
  • Industry ETFs
More about XLY
Track This Portfolio

Track Winch Advisory Services, LLC Portfolio

Follow Winch Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Winch Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Winch Advisory Services, LLC with notifications on news.