Agate Pass Investment Management, LLC XLY Holdings History
Agate Pass Investment Management, LLC's Consumer Discretionary Select Sector SPDR Holding Summary
As of 2025-03-31, Agate Pass Investment Management, LLC held 10,990.00 shares of Consumer Discretionary Select Sector SPDR(XLY), totaling $2.17 Mil. This investment constitutes 0.93% of their stock portfolio, and Agate Pass Investment Management, LLC now holds 0.01% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.
The initial trade took place in 2024Q2. And since then Agate Pass Investment Management, LLC has made 4 purchases of XLY, at an average price of $206.87, for a total of 10,990.00 shares. Based on historical transaction data and XLY's current price of $222.17, Agate Pass Investment Management, LLC's estimated gain on his XLY holdings is $168,131.51, reflecting a 7.40% gain to date.
Agate Pass Investment Management, LLC XLY ($222.17) Holding Chart
Agate Pass Investment Management, LLC XLY ($222.17) 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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