Number of Shares
143,690.00
Current Holdings Value*
$9.89 Mil
% of Portfolio
3.87%
Total Estimate Gain
$4.18 Mil
% of Total Estimate Gain
49.46%

Hochman Cole Investment Advisors, Inc.'s Consumer Staples Select Sector SPDR Holding Summary

As of 2021-09-30, Hochman Cole Investment Advisors, Inc. held 143,690.00 shares of Consumer Staples Select Sector SPDR(XLP), totaling $9.89 Mil. This investment constitutes 3.87% of their stock portfolio, and Hochman Cole Investment Advisors, Inc. now holds 0.07% of the outstanding Consumer Staples Select Sector SPDR(XLP) stock.

The initial trade took place in 2018Q2. And since then Hochman Cole Investment Advisors, Inc. has made 6 purchases of XLP, at an average price of $53.18, for a total of 158,971.00 shares. In addition, there have been 8 sales at an average price of $59.88 for 15,281.00 shares. Based on historical transaction data and XLP's current price of $81.57, Hochman Cole Investment Advisors, Inc.'s estimated gain on his XLP holdings is $4.18 Mil, reflecting a 49.46% gain to date.

Hochman Cole Investment Advisors, Inc. XLP ($81.57) Holding Chart

Hochman Cole Investment Advisors, Inc. XLP ($81.57) 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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