Lake Hills Wealth Management, LLC XLY Holdings History
Lake Hills Wealth Management, LLC's Consumer Discretionary Select Sector SPDR Holding Summary
As of 2025-06-30, Lake Hills Wealth Management, LLC held - shares of Consumer Discretionary Select Sector SPDR(XLY), totaling N/A. This investment constitutes 0% of their stock portfolio, and Lake Hills Wealth Management, LLC now holds 0% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.
The initial trade took place in 2021Q4. And since then Lake Hills Wealth Management, LLC has made 1 purchases of XLY, at an average price of $215.21, for a total of 34,041.00 shares. In addition, there have been 2 sales at an average price of $202.36 for 34,041.00 shares. Based on historical transaction data and XLY's current price of $226.55, Lake Hills Wealth Management, LLC's estimated gain on his XLY holdings is $-437,476.49, reflecting a -5.97% gain to date.
Lake Hills Wealth Management, LLC XLY ($226.55) Holding Chart
Lake Hills Wealth Management, LLC XLY ($226.55) 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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