2040 Preservation Blend Portfolio XLF Holdings History
2040 Preservation Blend Portfolio's Financial Select Sector SPDR Holding Summary
As of 2023-05-31, 2040 Preservation Blend Portfolio held 207,710.00 shares of Financial Select Sector SPDR(XLF), totaling $6.60 Mil. This investment constitutes 3.14% of their stock portfolio, and 2040 Preservation Blend Portfolio now holds 0.02% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2019Q4. And since then 2040 Preservation Blend Portfolio has made 3 purchases of XLF, at an average price of $28.61, for a total of 411,125.00 shares. In addition, there have been 10 sales at an average price of $32.09 for 203,415.00 shares. Based on historical transaction data and XLF's current price of $51.74, 2040 Preservation Blend Portfolio's estimated gain on his XLF holdings is $5.51 Mil, reflecting a 46.86% gain to date.
2040 Preservation Blend Portfolio XLF ($51.74) Holding Chart
2040 Preservation Blend Portfolio XLF ($51.74) 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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