Occidental Asset Management, LLC XLP Holdings History
Occidental Asset Management, LLC's Consumer Staples Select Sector SPDR Holding Summary
As of 2025-06-30, Occidental Asset Management, LLC held 89,298.00 shares of Consumer Staples Select Sector SPDR(XLP), totaling $7.23 Mil. This investment constitutes 1% of their stock portfolio, and Occidental Asset Management, LLC now holds 0.05% of the outstanding Consumer Staples Select Sector SPDR(XLP) stock.
The initial trade took place in 2014Q2. And since then Occidental Asset Management, LLC has made 10 purchases of XLP, at an average price of $76.56, for a total of 116,514.00 shares. In addition, there have been 5 sales at an average price of $73.81 for 27,216.00 shares. Based on historical transaction data and XLP's current price of $81.51, Occidental Asset Management, LLC's estimated gain on his XLP holdings is $367,584.48, reflecting a 4.12% gain to date.
Occidental Asset Management, LLC XLP ($81.51) Holding Chart
Occidental Asset Management, LLC XLP ($81.51) 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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