Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$198,320.00
% of Total Estimate Gain
37.54%

Athena Investment Management's Consumer Discretionary Select Sector SPDR Holding Summary

As of 2025-03-31, Athena Investment Management held - shares of Consumer Discretionary Select Sector SPDR(XLY), totaling N/A. This investment constitutes 0% of their stock portfolio, and Athena Investment Management now holds 0% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.

The initial trade took place in 2022Q2. And since then Athena Investment Management has made 1 purchases of XLY, at an average price of $157.69, for a total of 3,350.00 shares. In addition, there have been 1 sales at an average price of $216.89 for 3,350.00 shares. Based on historical transaction data and XLY's current price of $221.21, Athena Investment Management's estimated gain on his XLY holdings is $198,320.00, reflecting a 37.54% gain to date.

Athena Investment Management XLY ($221.21) Holding Chart

Athena Investment Management XLY ($221.21) 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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