Patriot Wealth Management, Inc. XLP Holdings History
Patriot Wealth Management, Inc.'s Consumer Staples Select Sector SPDR Holding Summary
As of 2018-12-31, Patriot Wealth Management, Inc. held 299,771.00 shares of Consumer Staples Select Sector SPDR(XLP), totaling $15.22 Mil. This investment constitutes 2.32% of their stock portfolio, and Patriot Wealth Management, Inc. now holds 0.14% of the outstanding Consumer Staples Select Sector SPDR(XLP) stock.
The initial trade took place in 2018Q2. And since then Patriot Wealth Management, Inc. has made 2 purchases of XLP, at an average price of $51.69, for a total of 306,995.00 shares. In addition, there have been 1 sales at an average price of $54.19 for 7,224.00 shares. Based on historical transaction data and XLP's current price of $81.17, Patriot Wealth Management, Inc.'s estimated gain on his XLP holdings is $8.85 Mil, reflecting a 55.79% gain to date.
Patriot Wealth Management, Inc. XLP ($81.17) Holding Chart
Patriot Wealth Management, Inc. XLP ($81.17) 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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