Campion Asset Management XLY Holdings History
Number of Shares
2,246.00
Current Holdings Value*
$443,500.00
% of Portfolio
0.34%
Total Estimate Gain
$68,150.96
% of Total Estimate Gain
15.90%
Campion Asset Management's Consumer Discretionary Select Sector SPDR Holding Summary
As of 2025-03-31, Campion Asset Management held 2,246.00 shares of Consumer Discretionary Select Sector SPDR(XLY), totaling $443,500.00. This investment constitutes 0.34% of their stock portfolio, and Campion Asset Management now holds 0% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.
The initial trade took place in 2024Q1. And since then Campion Asset Management has made 5 purchases of XLY, at an average price of $190.87, for a total of 2,246.00 shares. Based on historical transaction data and XLY's current price of $221.21, Campion Asset Management's estimated gain on his XLY holdings is $68,150.96, reflecting a 15.90% gain to date.
Campion Asset Management XLY ($221.21) Holding Chart
Campion Asset 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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