Number of Shares
2,599.00
Current Holdings Value*
$212,220.00
% of Portfolio
0.03%
Total Estimate Gain
$4.66 Mil
% of Total Estimate Gain
17.34%

Flaharty Asset Management, LLC's Consumer Staples Select Sector SPDR Holding Summary

As of 2025-03-31, Flaharty Asset Management, LLC held 2,599.00 shares of Consumer Staples Select Sector SPDR(XLP), totaling $212,220.00. This investment constitutes 0.03% of their stock portfolio, and Flaharty Asset Management, LLC now holds 0% of the outstanding Consumer Staples Select Sector SPDR(XLP) stock.

The initial trade took place in 2020Q1. And since then Flaharty Asset Management, LLC has made 18 purchases of XLP, at an average price of $68.04, for a total of 394,497.00 shares. In addition, there have been 3 sales at an average price of $79.83 for 391,898.00 shares. Based on historical transaction data and XLP's current price of $80.89, Flaharty Asset Management, LLC's estimated gain on his XLP holdings is $4.66 Mil, reflecting a 17.34% gain to date.

Flaharty Asset Management, LLC XLP ($80.89) Holding Chart

Flaharty Asset Management, LLC XLP ($80.89) 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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