Number of Shares
51,533.00
Current Holdings Value*
$2.69 Mil
% of Portfolio
2.01%
Total Estimate Gain
$2.26 Mil
% of Total Estimate Gain
43.10%

2050 Lifetime Blend Portfolio's Financial Select Sector SPDR Holding Summary

As of 2025-02-28, 2050 Lifetime Blend Portfolio held 51,533.00 shares of Financial Select Sector SPDR(XLF), totaling $2.69 Mil. This investment constitutes 2.01% of their stock portfolio, and 2050 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 2050 Lifetime Blend Portfolio has made 10 purchases of XLF, at an average price of $30.93, for a total of 169,165.00 shares. In addition, there have been 9 sales at an average price of $40.38 for 117,632.00 shares. Based on historical transaction data and XLF's current price of $53.10, 2050 Lifetime Blend Portfolio's estimated gain on his XLF holdings is $2.26 Mil, reflecting a 43.10% gain to date.

2050 Lifetime Blend Portfolio XLF ($53.10) Holding Chart

2050 Lifetime Blend Portfolio XLF ($53.10) 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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