CWC Advisors, LLC. XLY Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$177,883.75
% of Total Estimate Gain
10.78%

CWC Advisors, LLC.'s Consumer Discretionary Select Sector SPDR Holding Summary

As of 2025-06-30, CWC Advisors, LLC. held - shares of Consumer Discretionary Select Sector SPDR(XLY), totaling N/A. This investment constitutes 0% of their stock portfolio, and CWC Advisors, LLC. now holds 0% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.

The initial trade took place in 2024Q3. And since then CWC Advisors, LLC. has made 1 purchases of XLY, at an average price of $187.56, for a total of 8,800.00 shares. In addition, there have been 2 sales at an average price of $207.77 for 8,800.00 shares. Based on historical transaction data and XLY's current price of $226.55, CWC Advisors, LLC.'s estimated gain on his XLY holdings is $177,883.75, reflecting a 10.78% gain to date.

CWC Advisors, LLC. XLY ($226.55) Holding Chart

CWC Advisors, LLC. XLY ($226.55) 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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