2020 Lifetime Blend Portfolio XLF Holdings History
2020 Lifetime Blend Portfolio's Financial Select Sector SPDR Holding Summary
As of 2025-02-28, 2020 Lifetime Blend Portfolio held 17,645.00 shares of Financial Select Sector SPDR(XLF), totaling $920,720.00. This investment constitutes 0.71% of their stock portfolio, and 2020 Lifetime Blend Portfolio now holds 0% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2019Q4. And since then 2020 Lifetime Blend Portfolio has made 6 purchases of XLF, at an average price of $31.30, for a total of 83,069.00 shares. In addition, there have been 14 sales at an average price of $38.16 for 65,424.00 shares. Based on historical transaction data and XLF's current price of $52.51, 2020 Lifetime Blend Portfolio's estimated gain on his XLF holdings is $823,354.39, reflecting a 31.67% gain to date.
2020 Lifetime Blend Portfolio XLF ($52.51) Holding Chart
2020 Lifetime Blend Portfolio XLF ($52.51) 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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