Wall Capital Group, Inc. XLF Holdings History
Wall Capital Group, Inc.'s Financial Select Sector SPDR Holding Summary
As of 2023-12-31, Wall Capital Group, Inc. held 183,137.00 shares of Financial Select Sector SPDR(XLF), totaling $6.89 Mil. This investment constitutes 7.8% of their stock portfolio, and Wall Capital Group, Inc. now holds 0.02% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2018Q2. And since then Wall Capital Group, Inc. has made 3 purchases of XLF, at an average price of $29.03, for a total of 900,346.00 shares. In addition, there have been 3 sales at an average price of $28.01 for 717,209.00 shares. Based on historical transaction data and XLF's current price of $52.69, Wall Capital Group, Inc.'s estimated gain on his XLF holdings is $3.60 Mil, reflecting a 13.78% gain to date.
Wall Capital Group, Inc. XLF ($52.69) Holding Chart
Wall Capital Group, Inc. XLF ($52.69) 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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