Number of Shares
172,068.00
Current Holdings Value*
$5.46 Mil
% of Portfolio
6.65%
Total Estimate Gain
$4.40 Mil
% of Total Estimate Gain
50.53%

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

As of 2023-05-31, 2050 Preservation Blend Portfolio held 172,068.00 shares of Financial Select Sector SPDR(XLF), totaling $5.46 Mil. This investment constitutes 6.65% of their stock portfolio, and 2050 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 2050 Preservation Blend Portfolio has made 4 purchases of XLF, at an average price of $28.86, for a total of 301,726.00 shares. In addition, there have been 9 sales at an average price of $32.35 for 129,658.00 shares. Based on historical transaction data and XLF's current price of $51.81, 2050 Preservation Blend Portfolio's estimated gain on his XLF holdings is $4.40 Mil, reflecting a 50.53% gain to date.

2050 Preservation Blend Portfolio XLF ($51.81) Holding Chart

2050 Preservation Blend Portfolio XLF ($51.81) 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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