Fulcrum Equity Management XLY Holdings History
Fulcrum Equity Management's Consumer Discretionary Select Sector SPDR Holding Summary
As of 2025-03-31, Fulcrum Equity Management held 8,201.00 shares of Consumer Discretionary Select Sector SPDR(XLY), totaling $1.62 Mil. This investment constitutes 1.77% of their stock portfolio, and Fulcrum Equity Management now holds 0.01% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.
The initial trade took place in 2019Q1. And since then Fulcrum Equity Management has made 12 purchases of XLY, at an average price of $157.54, for a total of 35,253.00 shares. In addition, there have been 12 sales at an average price of $159.96 for 27,052.00 shares. Based on historical transaction data and XLY's current price of $219.15, Fulcrum Equity Management's estimated gain on his XLY holdings is $570,730.89, reflecting a 10.28% gain to date.
Fulcrum Equity Management XLY ($219.15) Holding Chart
Fulcrum Equity Management XLY ($219.15) 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
