Number of Shares
37,787.00
Current Holdings Value*
$3.35 Mil
% of Portfolio
3.91%
Total Estimate Gain
$3.12 Mil
% of Total Estimate Gain
100.24%

LUCAS CAPITAL MANAGEMENT's Industrial Select Sector SPDR Holding Summary

As of 2020-12-31, LUCAS CAPITAL MANAGEMENT held 37,787.00 shares of Industrial Select Sector SPDR(XLI), totaling $3.35 Mil. This investment constitutes 3.91% of their stock portfolio, and LUCAS CAPITAL MANAGEMENT now holds 0.03% of the outstanding Industrial Select Sector SPDR(XLI) stock.

The initial trade took place in 2015Q1. And since then LUCAS CAPITAL MANAGEMENT has made 12 purchases of XLI, at an average price of $70.92, for a total of 43,951.00 shares. In addition, there have been 3 sales at an average price of $70.18 for 6,164.00 shares. Based on historical transaction data and XLI's current price of $153.73, LUCAS CAPITAL MANAGEMENT's estimated gain on his XLI holdings is $3.12 Mil, reflecting a 100.24% gain to date.

LUCAS CAPITAL MANAGEMENT XLI ($153.73) Holding Chart

LUCAS CAPITAL MANAGEMENT XLI ($153.73) 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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