FLAGSHIP HARBOR ADVISORS, LLC XLY Holdings History
FLAGSHIP HARBOR ADVISORS, LLC's Consumer Discretionary Select Sector SPDR Holding Summary
As of 2025-03-31, FLAGSHIP HARBOR ADVISORS, LLC held 8,673.00 shares of Consumer Discretionary Select Sector SPDR(XLY), totaling $1.71 Mil. This investment constitutes 0.09% of their stock portfolio, and FLAGSHIP HARBOR ADVISORS, LLC now holds 0.01% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.
The initial trade took place in 2018Q2. And since then FLAGSHIP HARBOR ADVISORS, LLC has made 14 purchases of XLY, at an average price of $175.76, for a total of 196,817.00 shares. In addition, there have been 11 sales at an average price of $186.33 for 188,144.00 shares. Based on historical transaction data and XLY's current price of $221.43, FLAGSHIP HARBOR ADVISORS, LLC's estimated gain on his XLY holdings is $2.39 Mil, reflecting a 6.90% gain to date.
FLAGSHIP HARBOR ADVISORS, LLC XLY ($221.43) Holding Chart
FLAGSHIP HARBOR ADVISORS, 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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