DUMONT & BLAKE INVESTMENT ADVISORS LLC XLY Holdings History
DUMONT & BLAKE INVESTMENT ADVISORS LLC's Consumer Discretionary Select Sector SPDR Holding Summary
As of 2025-03-31, DUMONT & BLAKE INVESTMENT ADVISORS LLC held 3,005.00 shares of Consumer Discretionary Select Sector SPDR(XLY), totaling $593,290.00. This investment constitutes 0.17% of their stock portfolio, and DUMONT & BLAKE INVESTMENT ADVISORS LLC now holds 0% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.
The initial trade took place in 2013Q4. And since then DUMONT & BLAKE INVESTMENT ADVISORS LLC has made 6 purchases of XLY, at an average price of $96.66, for a total of 25,163.00 shares. In addition, there have been 7 sales at an average price of $105.15 for 22,158.00 shares. Based on historical transaction data and XLY's current price of $222.17, DUMONT & BLAKE INVESTMENT ADVISORS LLC's estimated gain on his XLY holdings is $565,280.05, reflecting a 23.24% gain to date.
DUMONT & BLAKE INVESTMENT ADVISORS LLC XLY ($222.17) Holding Chart
DUMONT & BLAKE INVESTMENT ADVISORS LLC XLY ($222.17) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
