Howard Capital Management Group, LLC XLU Holdings History
Howard Capital Management Group, LLC's Utilities Select Sector SPDR ETF Holding Summary
As of 2025-03-31, Howard Capital Management Group, LLC held 5,425.00 shares of Utilities Select Sector SPDR ETF(XLU), totaling $427,760.00. This investment constitutes 0.03% of their stock portfolio, and Howard Capital Management Group, LLC now holds 0% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.
The initial trade took place in 2023Q1. And since then Howard Capital Management Group, LLC has made 7 purchases of XLU, at an average price of $68.86, for a total of 32,602.00 shares. In addition, there have been 2 sales at an average price of $78.17 for 27,177.00 shares. Based on historical transaction data and XLU's current price of $81.14, Howard Capital Management Group, LLC's estimated gain on his XLU holdings is $319,588.58, reflecting a 14.24% gain to date.
Howard Capital Management Group, LLC XLU ($81.14) Holding Chart
Howard Capital Management Group, LLC XLU ($81.14) 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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