JAMES BALANCED: GOLDEN RAINBOW FUND XLY Holdings History
JAMES BALANCED: GOLDEN RAINBOW FUND's Consumer Discretionary Select Sector SPDR Holding Summary
As of 2025-03-31, JAMES BALANCED: GOLDEN RAINBOW FUND held - shares of Consumer Discretionary Select Sector SPDR(XLY), totaling N/A. This investment constitutes 0% of their stock portfolio, and JAMES BALANCED: GOLDEN RAINBOW FUND now holds 0% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.
The initial trade took place in 2023Q1. And since then JAMES BALANCED: GOLDEN RAINBOW FUND has made 2 purchases of XLY, at an average price of $150.71, for a total of 17,300.00 shares. In addition, there have been 2 sales at an average price of $207.56 for 17,300.00 shares. Based on historical transaction data and XLY's current price of $221.21, JAMES BALANCED: GOLDEN RAINBOW FUND's estimated gain on his XLY holdings is $983,377.58, reflecting a 37.72% gain to date.
JAMES BALANCED: GOLDEN RAINBOW FUND XLY ($221.21) Holding Chart
JAMES BALANCED: GOLDEN RAINBOW FUND XLY ($221.21) 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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