Cooksen Wealth, LLC XLY Holdings History
Cooksen Wealth, LLC's Consumer Discretionary Select Sector SPDR Holding Summary
As of 2025-03-31, Cooksen Wealth, LLC held 18,486.00 shares of Consumer Discretionary Select Sector SPDR(XLY), totaling $3.40 Mil. This investment constitutes 3.45% of their stock portfolio, and Cooksen Wealth, LLC now holds 0.02% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.
The initial trade took place in 2023Q4. And since then Cooksen Wealth, LLC has made 4 purchases of XLY, at an average price of $169.25, for a total of 21,359.00 shares. In addition, there have been 1 sales at an average price of $216.89 for 2,873.00 shares. Based on historical transaction data and XLY's current price of $221.43, Cooksen Wealth, LLC's estimated gain on his XLY holdings is $1.10 Mil, reflecting a 30.47% gain to date.
Cooksen Wealth, LLC XLY ($221.43) Holding Chart
Cooksen Wealth, LLC XLY ($221.43) 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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