Horizon Wealth Management, LLC XLY Holdings History
Horizon Wealth Management, LLC's Consumer Discretionary Select Sector SPDR Holding Summary
As of 2025-03-31, Horizon Wealth Management, LLC held 1,522.00 shares of Consumer Discretionary Select Sector SPDR(XLY), totaling $300,530.00. This investment constitutes 0.05% of their stock portfolio, and Horizon Wealth Management, LLC now holds 0% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.
The initial trade took place in 2021Q4. And since then Horizon Wealth Management, LLC has made 1 purchases of XLY, at an average price of $212.23, for a total of 64,512.00 shares. In addition, there have been 8 sales at an average price of $210.27 for 62,990.00 shares. Based on historical transaction data and XLY's current price of $222.80, Horizon Wealth Management, LLC's estimated gain on his XLY holdings is $-107,318.48, reflecting a -0.78% gain to date.
Horizon Wealth Management, LLC XLY ($222.80) Holding Chart
Horizon Wealth Management, LLC XLY ($222.80) 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
