2025 Lifetime Blend Portfolio XLF Holdings History
2025 Lifetime Blend Portfolio's Financial Select Sector SPDR Holding Summary
As of 2025-02-28, 2025 Lifetime Blend Portfolio held 41,522.00 shares of Financial Select Sector SPDR(XLF), totaling $2.17 Mil. This investment constitutes 0.84% of their stock portfolio, and 2025 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 2025 Lifetime Blend Portfolio has made 6 purchases of XLF, at an average price of $30.89, for a total of 183,312.00 shares. In addition, there have been 14 sales at an average price of $37.85 for 141,790.00 shares. Based on historical transaction data and XLF's current price of $51.94, 2025 Lifetime Blend Portfolio's estimated gain on his XLF holdings is $1.86 Mil, reflecting a 32.85% gain to date.
2025 Lifetime Blend Portfolio XLF ($51.94) Holding Chart
2025 Lifetime Blend Portfolio XLF ($51.94) 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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