Algorithmic Investment Models, LLC XLU Holdings History
Algorithmic Investment Models, LLC's Utilities Select Sector SPDR ETF Holding Summary
As of 2025-03-31, Algorithmic Investment Models, LLC held 66,058.00 shares of Utilities Select Sector SPDR ETF(XLU), totaling $5.21 Mil. This investment constitutes 3.84% of their stock portfolio, and Algorithmic Investment Models, LLC now holds 0.03% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.
The initial trade took place in 2020Q4. And since then Algorithmic Investment Models, LLC has made 5 purchases of XLU, at an average price of $68.97, for a total of 207,855.00 shares. In addition, there have been 7 sales at an average price of $68.17 for 141,797.00 shares. Based on historical transaction data and XLU's current price of $81.90, Algorithmic Investment Models, LLC's estimated gain on his XLU holdings is $740,108.39, reflecting a 5.16% gain to date.
Algorithmic Investment Models, LLC XLU ($81.90) Holding Chart
Algorithmic Investment Models, LLC XLU ($81.90) 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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