2040 Lifetime Blend Portfolio XLF Holdings History
2040 Lifetime Blend Portfolio's Financial Select Sector SPDR Holding Summary
As of 2025-02-28, 2040 Lifetime Blend Portfolio held 71,765.00 shares of Financial Select Sector SPDR(XLF), totaling $3.74 Mil. This investment constitutes 1.59% of their stock portfolio, and 2040 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 2040 Lifetime Blend Portfolio has made 8 purchases of XLF, at an average price of $30.85, for a total of 229,819.00 shares. In addition, there have been 12 sales at an average price of $40.04 for 158,054.00 shares. Based on historical transaction data and XLF's current price of $52.68, 2040 Lifetime Blend Portfolio's estimated gain on his XLF holdings is $3.02 Mil, reflecting a 42.59% gain to date.
2040 Lifetime Blend Portfolio XLF ($52.68) Holding Chart
2040 Lifetime Blend Portfolio XLF ($52.68) 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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