Nelson Capital Management, LLC XLI Holdings History
Nelson Capital Management, LLC's Industrial Select Sector SPDR Holding Summary
As of 2025-03-31, Nelson Capital Management, LLC held 130,547.00 shares of Industrial Select Sector SPDR(XLI), totaling $17.11 Mil. This investment constitutes 2.96% of their stock portfolio, and Nelson Capital Management, LLC now holds 0.09% of the outstanding Industrial Select Sector SPDR(XLI) stock.
The initial trade took place in 2014Q1. And since then Nelson Capital Management, LLC has made 19 purchases of XLI, at an average price of $93.00, for a total of 152,319.00 shares. In addition, there have been 17 sales at an average price of $83.83 for 21,772.00 shares. Based on historical transaction data and XLI's current price of $151.73, Nelson Capital Management, LLC's estimated gain on his XLI holdings is $7.47 Mil, reflecting a 52.72% gain to date.
Nelson Capital Management, LLC XLI ($151.73) Holding Chart
Nelson Capital Management, LLC XLI ($151.73) 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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