Trilogy Capital Inc. XLU Holdings History
Trilogy Capital Inc.'s Utilities Select Sector SPDR ETF Holding Summary
As of 2025-06-30, Trilogy Capital Inc. held 117,024.00 shares of Utilities Select Sector SPDR ETF(XLU), totaling $9.56 Mil. This investment constitutes 0.46% of their stock portfolio, and Trilogy Capital Inc. now holds 0.05% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.
The initial trade took place in 2020Q1. And since then Trilogy Capital Inc. has made 7 purchases of XLU, at an average price of $68.60, for a total of 909,799.00 shares. In addition, there have been 7 sales at an average price of $69.15 for 792,775.00 shares. Based on historical transaction data and XLU's current price of $84.02, Trilogy Capital Inc.'s estimated gain on his XLU holdings is $2.23 Mil, reflecting a 3.58% gain to date.
Trilogy Capital Inc. XLU ($84.02) Holding Chart
Trilogy Capital Inc. XLU ($84.02) 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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