Consumer Discretionary SPDR shares owned by Perfromance Wealth Partners
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Perfromance Wealth Partners
from 13F filings
Historical chart of Perfromance Wealth Partners investment in Consumer Discretionary SPDR
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All positions including Consumer Discretionary SPDR held by Perfromance Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $336k | 1.8k | 183.89 |
2023-12-31 | $327k | 1.8k | 178.81 |
2023-09-30 | $294k | 1.8k | 160.98 |
2023-06-30 | $314k | 1.8k | 171.93 |
2023-03-31 | $273k | 1.8k | 149.54 |
2022-12-31 | $238k | 1.8k | 129.16 |
2022-09-30 | $257k | 1.8k | 142.46 |
2022-06-30 | $238k | 1.7k | 137.65 |
2022-03-31 | $320k | 1.7k | 185.08 |
2021-12-31 | $351k | 1.7k | 204.55 |
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