Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-50,989.27
% of Total Estimate Gain
-1.17%

Shulman DeMeo Asset Management LLC's Consumer Discretionary Select Sector SPDR Holding Summary

As of 2025-06-30, Shulman DeMeo Asset Management LLC held - shares of Consumer Discretionary Select Sector SPDR(XLY), totaling N/A. This investment constitutes 0% of their stock portfolio, and Shulman DeMeo Asset Management LLC now holds 0% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.

The initial trade took place in 2018Q4. And since then Shulman DeMeo Asset Management LLC has made 10 purchases of XLY, at an average price of $168.26, for a total of 25,965.00 shares. In addition, there have been 11 sales at an average price of $166.30 for 25,965.00 shares. Based on historical transaction data and XLY's current price of $225.48, Shulman DeMeo Asset Management LLC's estimated gain on his XLY holdings is $-50,989.27, reflecting a -1.17% gain to date.

Shulman DeMeo Asset Management LLC XLY ($225.48) Holding Chart

Shulman DeMeo Asset Management LLC XLY ($225.48) 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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