Retirement Group, LLC XLY Holdings History
Retirement Group, LLC's Consumer Discretionary Select Sector SPDR Holding Summary
As of 2024-03-31, Retirement Group, LLC held 29.00 shares of Consumer Discretionary Select Sector SPDR(XLY), totaling $5,330.00. This investment constitutes 0% of their stock portfolio, and Retirement Group, LLC now holds -% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.
The initial trade took place in 2022Q2. And since then Retirement Group, LLC has made 3 purchases of XLY, at an average price of $165.60, for a total of 3,271.00 shares. In addition, there have been 2 sales at an average price of $177.90 for 3,242.00 shares. Based on historical transaction data and XLY's current price of $221.43, Retirement Group, LLC's estimated gain on his XLY holdings is $41,490.45, reflecting a 7.66% gain to date.
Retirement Group, LLC XLY ($221.43) Holding Chart
Retirement Group, LLC XLY ($221.43) 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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