Number of Shares
45,170.00
Current Holdings Value*
$5.15 Mil
% of Portfolio
5.84%
Total Estimate Gain
$2.46 Mil
% of Total Estimate Gain
17.65%

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

As of 2023-12-31, Wall Capital Group, Inc. held 45,170.00 shares of Industrial Select Sector SPDR(XLI), totaling $5.15 Mil. This investment constitutes 5.84% of their stock portfolio, and Wall Capital Group, Inc. now holds 0.03% of the outstanding Industrial Select Sector SPDR(XLI) stock.

The initial trade took place in 2018Q2. And since then Wall Capital Group, Inc. has made 3 purchases of XLI, at an average price of $81.89, for a total of 170,136.00 shares. In addition, there have been 3 sales at an average price of $76.43 for 124,966.00 shares. Based on historical transaction data and XLI's current price of $151.46, Wall Capital Group, Inc.'s estimated gain on his XLI holdings is $2.46 Mil, reflecting a 17.65% gain to date.

Wall Capital Group, Inc. XLI ($151.46) Holding Chart

Wall Capital Group, Inc. XLI ($151.46) 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 %

Top Ranked Articles

  • 1