Sharp Financial Services, LLC XLY Holdings History
Sharp Financial Services, LLC's Consumer Discretionary Select Sector SPDR Holding Summary
As of 2025-03-31, Sharp Financial Services, LLC held - shares of Consumer Discretionary Select Sector SPDR(XLY), totaling N/A. This investment constitutes 0% of their stock portfolio, and Sharp Financial Services, LLC now holds 0% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.
The initial trade took place in 2024Q4. And since then Sharp Financial Services, LLC has made 1 purchases of XLY, at an average price of $214.12, for a total of 20,178.00 shares. In addition, there have been 1 sales at an average price of $216.89 for 20,178.00 shares. Based on historical transaction data and XLY's current price of $222.17, Sharp Financial Services, LLC's estimated gain on his XLY holdings is $55,893.06, reflecting a 1.29% gain to date.
Sharp Financial Services, LLC XLY ($222.17) Holding Chart
Sharp Financial Services, LLC XLY ($222.17) 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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