Richard W. Paul & Associates, LLC XLP Holdings History
Richard W. Paul & Associates, LLC's Consumer Staples Select Sector SPDR Holding Summary
As of 2025-03-31, Richard W. Paul & Associates, LLC held 11,264.00 shares of Consumer Staples Select Sector SPDR(XLP), totaling $919,970.00. This investment constitutes 0.36% of their stock portfolio, and Richard W. Paul & Associates, LLC now holds 0.01% of the outstanding Consumer Staples Select Sector SPDR(XLP) stock.
The initial trade took place in 2022Q4. And since then Richard W. Paul & Associates, LLC has made 4 purchases of XLP, at an average price of $72.96, for a total of 37,901.00 shares. In addition, there have been 5 sales at an average price of $79.62 for 26,637.00 shares. Based on historical transaction data and XLP's current price of $80.81, Richard W. Paul & Associates, LLC's estimated gain on his XLP holdings is $265,850.99, reflecting a 9.61% gain to date.
Richard W. Paul & Associates, LLC XLP ($80.81) Holding Chart
Richard W. Paul & Associates, LLC XLP ($80.81) 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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