Number of Shares
1,347.00
Current Holdings Value*
$110,020.00
% of Portfolio
0.03%
Total Estimate Gain
$93,807.15
% of Total Estimate Gain
22.72%

Advanced Asset Management Advisors Inc's Consumer Staples Select Sector SPDR Holding Summary

As of 2025-03-31, Advanced Asset Management Advisors Inc held 1,347.00 shares of Consumer Staples Select Sector SPDR(XLP), totaling $110,020.00. This investment constitutes 0.03% of their stock portfolio, and Advanced Asset Management Advisors Inc now holds 0% of the outstanding Consumer Staples Select Sector SPDR(XLP) stock.

The initial trade took place in 2018Q2. And since then Advanced Asset Management Advisors Inc has made 12 purchases of XLP, at an average price of $64.10, for a total of 6,441.00 shares. In addition, there have been 10 sales at an average price of $78.10 for 5,094.00 shares. Based on historical transaction data and XLP's current price of $80.82, Advanced Asset Management Advisors Inc's estimated gain on his XLP holdings is $93,807.15, reflecting a 22.72% gain to date.

Advanced Asset Management Advisors Inc XLP ($80.82) Holding Chart

Advanced Asset Management Advisors Inc XLP ($80.82) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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