Number of Shares
82,974.00
Current Holdings Value*
$2.45 Mil
% of Portfolio
2.85%
Total Estimate Gain
$2.70 Mil
% of Total Estimate Gain
98.53%

LUCAS CAPITAL MANAGEMENT's Financial Select Sector SPDR Holding Summary

As of 2020-12-31, LUCAS CAPITAL MANAGEMENT held 82,974.00 shares of Financial Select Sector SPDR(XLF), totaling $2.45 Mil. This investment constitutes 2.85% of their stock portfolio, and LUCAS CAPITAL MANAGEMENT now holds 0.01% of the outstanding Financial Select Sector SPDR(XLF) stock.

The initial trade took place in 2013Q4. And since then LUCAS CAPITAL MANAGEMENT has made 12 purchases of XLF, at an average price of $21.64, for a total of 126,814.90 shares. In addition, there have been 8 sales at an average price of $23.80 for 43,840.90 shares. Based on historical transaction data and XLF's current price of $53.10, LUCAS CAPITAL MANAGEMENT's estimated gain on his XLF holdings is $2.70 Mil, reflecting a 98.53% gain to date.

LUCAS CAPITAL MANAGEMENT XLF ($53.10) Holding Chart

LUCAS CAPITAL MANAGEMENT XLF ($53.10) 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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