Chicago Wealth Management, Inc. XLI Holdings History
Chicago Wealth Management, Inc.'s Industrial Select Sector SPDR Holding Summary
As of 2025-03-31, Chicago Wealth Management, Inc. held 88,456.00 shares of Industrial Select Sector SPDR(XLI), totaling $11.59 Mil. This investment constitutes 6.08% of their stock portfolio, and Chicago Wealth Management, Inc. now holds 0.06% of the outstanding Industrial Select Sector SPDR(XLI) stock.
The initial trade took place in 2021Q2. And since then Chicago Wealth Management, Inc. has made 9 purchases of XLI, at an average price of $102.22, for a total of 162,490.00 shares. In addition, there have been 5 sales at an average price of $94.53 for 74,034.00 shares. Based on historical transaction data and XLI's current price of $153.91, Chicago Wealth Management, Inc.'s estimated gain on his XLI holdings is $4.00 Mil, reflecting a 24.10% gain to date.
Chicago Wealth Management, Inc. XLI ($153.91) Holding Chart
Chicago Wealth Management, Inc. XLI ($153.91) 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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