Number of Shares
49,071.00
Current Holdings Value*
$9.45 Mil
% of Portfolio
10.7%
Total Estimate Gain
$9.71 Mil
% of Total Estimate Gain
22.06%

Wall Capital Group, Inc.'s Technology Select Sector SPDR ETF Holding Summary

As of 2023-12-31, Wall Capital Group, Inc. held 49,071.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $9.45 Mil. This investment constitutes 10.7% of their stock portfolio, and Wall Capital Group, Inc. now holds 0.02% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.

The initial trade took place in 2018Q2. And since then Wall Capital Group, Inc. has made 3 purchases of XLK, at an average price of $81.27, for a total of 541,713.00 shares. In addition, there have been 3 sales at an average price of $83.06 for 492,642.00 shares. Based on historical transaction data and XLK's current price of $261.23, Wall Capital Group, Inc.'s estimated gain on his XLK holdings is $9.71 Mil, reflecting a 22.06% gain to date.

Wall Capital Group, Inc. XLK ($261.23) Holding Chart

Wall Capital Group, Inc. XLK ($261.23) 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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