Number of Shares
17,638.00
Current Holdings Value*
$3.48 Mil
% of Portfolio
3.26%
Total Estimate Gain
$152,225.29
% of Total Estimate Gain
4.03%

PCG ASSET MANAGEMENT, LLC's Consumer Discretionary Select Sector SPDR Holding Summary

As of 2025-03-31, PCG ASSET MANAGEMENT, LLC held 17,638.00 shares of Consumer Discretionary Select Sector SPDR(XLY), totaling $3.48 Mil. This investment constitutes 3.26% of their stock portfolio, and PCG ASSET MANAGEMENT, LLC now holds 0.02% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.

The initial trade took place in 2024Q4. And since then PCG ASSET MANAGEMENT, LLC has made 1 purchases of XLY, at an average price of $214.17, for a total of 17,638.00 shares. Based on historical transaction data and XLY's current price of $222.80, PCG ASSET MANAGEMENT, LLC's estimated gain on his XLY holdings is $152,225.29, reflecting a 4.03% gain to date.

PCG ASSET MANAGEMENT, LLC XLY ($222.80) Holding Chart

PCG ASSET MANAGEMENT, LLC XLY ($222.80) 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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