Number of Shares
71,936.00
Current Holdings Value*
$3.75 Mil
% of Portfolio
1.32%
Total Estimate Gain
$3.18 Mil
% of Total Estimate Gain
40.95%

2035 Lifetime Blend Portfolio's Financial Select Sector SPDR Holding Summary

As of 2025-02-28, 2035 Lifetime Blend Portfolio held 71,936.00 shares of Financial Select Sector SPDR(XLF), totaling $3.75 Mil. This investment constitutes 1.32% of their stock portfolio, and 2035 Lifetime Blend Portfolio now holds 0.01% of the outstanding Financial Select Sector SPDR(XLF) stock.

The initial trade took place in 2019Q4. And since then 2035 Lifetime Blend Portfolio has made 7 purchases of XLF, at an average price of $30.77, for a total of 251,977.00 shares. In addition, there have been 13 sales at an average price of $39.71 for 180,041.00 shares. Based on historical transaction data and XLF's current price of $52.54, 2035 Lifetime Blend Portfolio's estimated gain on his XLF holdings is $3.18 Mil, reflecting a 40.95% gain to date.

2035 Lifetime Blend Portfolio XLF ($52.54) Holding Chart

2035 Lifetime Blend Portfolio XLF ($52.54) 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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