Proquility Private Wealth Partners, LLC XLY Holdings History
Proquility Private Wealth Partners, LLC's Consumer Discretionary Select Sector SPDR Holding Summary
As of 2025-03-31, Proquility Private Wealth Partners, LLC held 45,157.00 shares of Consumer Discretionary Select Sector SPDR(XLY), totaling $8.92 Mil. This investment constitutes 2.75% of their stock portfolio, and Proquility Private Wealth Partners, LLC now holds 0.05% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.
The initial trade took place in 2020Q4. And since then Proquility Private Wealth Partners, LLC has made 9 purchases of XLY, at an average price of $159.42, for a total of 69,249.00 shares. In addition, there have been 8 sales at an average price of $173.16 for 24,092.00 shares. Based on historical transaction data and XLY's current price of $222.80, Proquility Private Wealth Partners, LLC's estimated gain on his XLY holdings is $3.19 Mil, reflecting a 28.92% gain to date.
Proquility Private Wealth Partners, LLC XLY ($222.80) Holding Chart
Proquility Private Wealth Partners, 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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