HERBST GROUP, LLC XLY Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$82,892.09
% of Total Estimate Gain
3.32%

HERBST GROUP, LLC's Consumer Discretionary Select Sector SPDR Holding Summary

As of 2025-03-31, HERBST GROUP, LLC held - shares of Consumer Discretionary Select Sector SPDR(XLY), totaling N/A. This investment constitutes 0% of their stock portfolio, and HERBST GROUP, LLC now holds 0% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.

The initial trade took place in 2021Q4. And since then HERBST GROUP, LLC has made 3 purchases of XLY, at an average price of $198.74, for a total of 12,558.00 shares. In addition, there have been 10 sales at an average price of $205.34 for 12,558.00 shares. Based on historical transaction data and XLY's current price of $222.25, HERBST GROUP, LLC's estimated gain on his XLY holdings is $82,892.09, reflecting a 3.32% gain to date.

HERBST GROUP, LLC XLY ($222.25) Holding Chart

HERBST GROUP, LLC XLY ($222.25) 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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