PETERSON WEALTH MANAGEMENT XLY Holdings History
PETERSON WEALTH MANAGEMENT's Consumer Discretionary Select Sector SPDR Holding Summary
As of 2025-03-31, PETERSON WEALTH MANAGEMENT held 30,711.00 shares of Consumer Discretionary Select Sector SPDR(XLY), totaling $6.06 Mil. This investment constitutes 4.08% of their stock portfolio, and PETERSON WEALTH MANAGEMENT now holds 0.03% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.
The initial trade took place in 2019Q4. And since then PETERSON WEALTH MANAGEMENT has made 16 purchases of XLY, at an average price of $149.31, for a total of 82,886.00 shares. In addition, there have been 5 sales at an average price of $146.22 for 52,175.00 shares. Based on historical transaction data and XLY's current price of $222.80, PETERSON WEALTH MANAGEMENT's estimated gain on his XLY holdings is $2.10 Mil, reflecting a 16.93% gain to date.
PETERSON WEALTH MANAGEMENT XLY ($222.80) Holding Chart
PETERSON WEALTH MANAGEMENT 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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