WealthOne, LLC XLY Holdings History
WealthOne, LLC's Consumer Discretionary Select Sector SPDR Holding Summary
As of 2023-09-30, WealthOne, LLC held 51,941.00 shares of Consumer Discretionary Select Sector SPDR(XLY), totaling $8.36 Mil. This investment constitutes 3.38% of their stock portfolio, and WealthOne, LLC now holds 0.05% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.
The initial trade took place in 2018Q4. And since then WealthOne, LLC has made 10 purchases of XLY, at an average price of $128.83, for a total of 65,089.00 shares. In addition, there have been 9 sales at an average price of $154.75 for 13,148.00 shares. Based on historical transaction data and XLY's current price of $222.17, WealthOne, LLC's estimated gain on his XLY holdings is $5.19 Mil, reflecting a 61.88% gain to date.
WealthOne, LLC XLY ($222.17) Holding Chart
WealthOne, LLC XLY ($222.17) 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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