JAMES INVESTMENT RESEARCH, INC. XLY Holdings History
JAMES INVESTMENT RESEARCH, INC.'s Consumer Discretionary Select Sector SPDR Holding Summary
As of 2025-03-31, JAMES INVESTMENT RESEARCH, INC. held 6,180.00 shares of Consumer Discretionary Select Sector SPDR(XLY), totaling $1.22 Mil. This investment constitutes 0.15% of their stock portfolio, and JAMES INVESTMENT RESEARCH, INC. now holds 0.01% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.
The initial trade took place in 2017Q1. And since then JAMES INVESTMENT RESEARCH, INC. has made 10 purchases of XLY, at an average price of $164.99, for a total of 39,560.00 shares. In addition, there have been 15 sales at an average price of $184.00 for 33,380.00 shares. Based on historical transaction data and XLY's current price of $218.59, JAMES INVESTMENT RESEARCH, INC.'s estimated gain on his XLY holdings is $965,758.46, reflecting a 14.80% gain to date.
JAMES INVESTMENT RESEARCH, INC. XLY ($218.59) Holding Chart
JAMES INVESTMENT RESEARCH, INC. XLY ($218.59) 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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