Wall Capital Group, Inc. XLU Holdings History
Wall Capital Group, Inc.'s Utilities Select Sector SPDR ETF Holding Summary
As of 2023-12-31, Wall Capital Group, Inc. held - shares of Utilities Select Sector SPDR ETF(XLU), totaling N/A. This investment constitutes 0% of their stock portfolio, and Wall Capital Group, Inc. now holds 0% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.
The initial trade took place in 2018Q2. And since then Wall Capital Group, Inc. has made 3 purchases of XLU, at an average price of $51.26, for a total of 125,894.00 shares. In addition, there have been 3 sales at an average price of $53.61 for 125,894.00 shares. Based on historical transaction data and XLU's current price of $83.75, Wall Capital Group, Inc.'s estimated gain on his XLU holdings is $295,375.66, reflecting a 4.58% gain to date.
Wall Capital Group, Inc. XLU ($83.75) Holding Chart
Wall Capital Group, Inc. XLU ($83.75) 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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