Consumer Discretionary SPDR shares owned by Bourgeon Capital Management
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Bourgeon Capital Management
from 13F filings
Historical chart of Bourgeon Capital Management investment in Consumer Discretionary SPDR
Tip: Access up to 7 years of quarterly data
All positions including Consumer Discretionary SPDR held by Bourgeon Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Consumer Discretionary SPDR by Bourgeon Capital Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $6.8k | 38 | 178.82 |
2023-09-30 | $6.1k | 38 | 161.00 |
2023-06-30 | $6.5k | 38 | 169.82 |
2023-03-31 | $5.7k | 38 | 149.55 |
2022-12-31 | $4.9k | 38 | 129.16 |
2022-09-30 | $5.0k | 38 | 131.58 |
2022-06-30 | $5.0k | 38 | 131.58 |
2022-03-31 | $7.0k | 38 | 184.21 |
2021-12-31 | $8.0k | 38 | 210.53 |
2021-09-30 | $22k | 120 | 183.33 |
2021-06-30 | $21k | 120 | 175.00 |
2021-03-31 | $20k | 120 | 166.67 |
2020-12-31 | $19k | 120 | 158.33 |
2020-09-30 | $25k | 170 | 147.06 |
2020-06-30 | $22k | 170 | 129.41 |
2020-03-31 | $17k | 170 | 100.00 |
2019-12-31 | $21k | 170 | 123.53 |
2019-09-30 | $21k | 170 | 123.53 |
More positions owned by Bourgeon Capital Management
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