Number of Shares
33,191.00
Current Holdings Value*
$5.93 Mil
% of Portfolio
6.73%
Total Estimate Gain
$3.76 Mil
% of Total Estimate Gain
16.01%

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 $226.55, Wall Capital Group, Inc.'s estimated gain on his XLY holdings is $3.76 Mil, reflecting a 16.01% gain to date.

Wall Capital Group, Inc. XLY ($226.55) Holding Chart

Wall Capital Group, Inc. XLY ($226.55) 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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