Richard W. Paul & Associates, LLC XLY Holdings History
Richard W. Paul & Associates, LLC's Consumer Discretionary Select Sector SPDR Holding Summary
As of 2025-03-31, Richard W. Paul & Associates, LLC held 2,823.00 shares of Consumer Discretionary Select Sector SPDR(XLY), totaling $557,360.00. This investment constitutes 0.22% of their stock portfolio, and Richard W. Paul & Associates, LLC now holds 0% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.
The initial trade took place in 2022Q4. And since then Richard W. Paul & Associates, LLC has made 4 purchases of XLY, at an average price of $149.88, for a total of 12,458.00 shares. In addition, there have been 5 sales at an average price of $212.93 for 9,635.00 shares. Based on historical transaction data and XLY's current price of $221.43, Richard W. Paul & Associates, LLC's estimated gain on his XLY holdings is $809,501.41, reflecting a 43.35% gain to date.
Richard W. Paul & Associates, LLC XLY ($221.43) Holding Chart
Richard W. Paul & Associates, 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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