Wall Capital Group, Inc. XLY Holdings History
Wall Capital Group, Inc.'s Consumer Discretionary Select Sector SPDR Holding Summary
As of 2023-12-31, Wall Capital Group, Inc. held 33,191.00 shares of Consumer Discretionary Select Sector SPDR(XLY), totaling $5.93 Mil. This investment constitutes 6.73% of their stock portfolio, and Wall Capital Group, Inc. now holds 0.03% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.
The initial trade took place in 2018Q2. And since then Wall Capital Group, Inc. has made 3 purchases of XLY, at an average price of $114.20, for a total of 205,725.00 shares. In addition, there have been 3 sales at an average price of $114.39 for 172,534.00 shares. Based on historical transaction data and XLY's current price of $222.80, Wall Capital Group, Inc.'s estimated gain on his XLY holdings is $3.64 Mil, reflecting a 15.48% gain to date.
Wall Capital Group, Inc. XLY ($222.80) Holding Chart
Wall Capital Group, Inc. XLY ($222.80) 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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