Number of Shares
71,765.00
Current Holdings Value*
$3.74 Mil
% of Portfolio
1.59%
Total Estimate Gain
$3.05 Mil
% of Total Estimate Gain
42.99%

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 $53.07, 2040 Lifetime Blend Portfolio's estimated gain on his XLF holdings is $3.05 Mil, reflecting a 42.99% gain to date.

2040 Lifetime Blend Portfolio XLF ($53.07) Holding Chart

2040 Lifetime Blend Portfolio XLF ($53.07) 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 %

Top Ranked Articles

  • 1