Chicago Wealth Management, Inc. XLY Holdings History
Chicago Wealth Management, Inc.'s Consumer Discretionary Select Sector SPDR Holding Summary
As of 2025-03-31, Chicago Wealth Management, Inc. held 18,568.00 shares of Consumer Discretionary Select Sector SPDR(XLY), totaling $3.67 Mil. This investment constitutes 1.92% of their stock portfolio, and Chicago Wealth Management, Inc. now holds 0.02% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.
The initial trade took place in 2024Q4. And since then Chicago Wealth Management, Inc. has made 2 purchases of XLY, at an average price of $214.45, for a total of 18,568.00 shares. Based on historical transaction data and XLY's current price of $223.87, Chicago Wealth Management, Inc.'s estimated gain on his XLY holdings is $174,819.35, reflecting a 4.39% gain to date.
Chicago Wealth Management, Inc. XLY ($223.87) Holding Chart
Chicago Wealth Management, Inc. XLY ($223.87) 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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