CFC Planning Co LLC XLY Holdings History
CFC Planning Co LLC's Consumer Discretionary Select Sector SPDR Holding Summary
As of 2025-03-31, CFC Planning Co LLC held 8,652.00 shares of Consumer Discretionary Select Sector SPDR(XLY), totaling $1.71 Mil. This investment constitutes 1.87% of their stock portfolio, and CFC Planning Co LLC now holds 0.01% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.
The initial trade took place in 2025Q1. And since then CFC Planning Co LLC has made 1 purchases of XLY, at an average price of $216.89, for a total of 8,652.00 shares. Based on historical transaction data and XLY's current price of $221.43, CFC Planning Co LLC's estimated gain on his XLY holdings is $39,280.08, reflecting a 2.09% gain to date.
CFC Planning Co LLC XLY ($221.43) Holding Chart
CFC Planning Co LLC XLY ($221.43) 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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