Number of Shares
126,106.00
Current Holdings Value*
$12.16 Mil
% of Portfolio
4.13%
Total Estimate Gain
$6.61 Mil
% of Total Estimate Gain
15.94%

Cavalier Investments, LLC's Communication Services Select Sector SPDR Fund Holding Summary

As of 2025-03-31, Cavalier Investments, LLC held 126,106.00 shares of Communication Services Select Sector SPDR Fund(XLC), totaling $12.16 Mil. This investment constitutes 4.13% of their stock portfolio, and Cavalier Investments, LLC now holds 0.06% of the outstanding Communication Services Select Sector SPDR Fund(XLC) stock.

The initial trade took place in 2019Q1. And since then Cavalier Investments, LLC has made 9 purchases of XLC, at an average price of $66.08, for a total of 627,676.00 shares. In addition, there have been 9 sales at an average price of $69.18 for 501,570.00 shares. Based on historical transaction data and XLC's current price of $106.19, Cavalier Investments, LLC's estimated gain on his XLC holdings is $6.61 Mil, reflecting a 15.94% gain to date.

Cavalier Investments, LLC XLC ($106.19) Holding Chart

Cavalier Investments, LLC XLC ($106.19) 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 %

Top Ranked Articles

  • 1