Number of Shares
21,911.00
Current Holdings Value*
$2.11 Mil
% of Portfolio
0.68%
Total Estimate Gain
$458,891.89
% of Total Estimate Gain
24.18%

D.B. Root & Company, LLC's Communication Services Select Sector SPDR Fund Holding Summary

As of 2025-03-31, D.B. Root & Company, LLC held 21,911.00 shares of Communication Services Select Sector SPDR Fund(XLC), totaling $2.11 Mil. This investment constitutes 0.68% of their stock portfolio, and D.B. Root & Company, LLC now holds 0.01% of the outstanding Communication Services Select Sector SPDR Fund(XLC) stock.

The initial trade took place in 2024Q1. And since then D.B. Root & Company, LLC has made 4 purchases of XLC, at an average price of $86.06, for a total of 22,050.00 shares. In addition, there have been 1 sales at an average price of $86.22 for 139.00 shares. Based on historical transaction data and XLC's current price of $107.00, D.B. Root & Company, LLC's estimated gain on his XLC holdings is $458,891.89, reflecting a 24.18% gain to date.

D.B. Root & Company, LLC XLC ($107.00) Holding Chart

D.B. Root & Company, LLC XLC ($107.00) 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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