Chapwood Capital Investment Management, LLC XLU Holdings History
Number of Shares
194,826.00
Current Holdings Value*
$12.59 Mil
% of Portfolio
12.83%
Total Estimate Gain
$3.94 Mil
% of Total Estimate Gain
31.87%
Chapwood Capital Investment Management, LLC's Utilities Select Sector SPDR ETF Holding Summary
As of 2019-12-31, Chapwood Capital Investment Management, LLC held 194,826.00 shares of Utilities Select Sector SPDR ETF(XLU), totaling $12.59 Mil. This investment constitutes 12.83% of their stock portfolio, and Chapwood Capital Investment Management, LLC now holds 0.1% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.
The initial trade took place in 2019Q4. Based on historical transaction data and XLU's current price of $83.75, Chapwood Capital Investment Management, LLC's estimated gain on his XLU holdings is $3.94 Mil, reflecting a 31.87% gain to date.
Chapwood Capital Investment Management, LLC XLU ($83.75) Holding Chart
Chapwood Capital Investment Management, LLC XLU ($83.75) 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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