Navis Wealth Advisors, LLC XLP Holdings History
Navis Wealth Advisors, LLC's Consumer Staples Select Sector SPDR Holding Summary
As of 2025-03-31, Navis Wealth Advisors, LLC held 22,512.00 shares of Consumer Staples Select Sector SPDR(XLP), totaling $1.84 Mil. This investment constitutes 1.81% of their stock portfolio, and Navis Wealth Advisors, LLC now holds 0.01% of the outstanding Consumer Staples Select Sector SPDR(XLP) stock.
The initial trade took place in 2020Q4. And since then Navis Wealth Advisors, LLC has made 17 purchases of XLP, at an average price of $66.81, for a total of 22,512.00 shares. Based on historical transaction data and XLP's current price of $80.89, Navis Wealth Advisors, LLC's estimated gain on his XLP holdings is $317,070.52, reflecting a 21.08% gain to date.
Navis Wealth Advisors, LLC XLP ($80.89) Holding Chart
Navis Wealth Advisors, LLC XLP ($80.89) 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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