2060 Lifetime Blend Portfolio XLF Holdings History
2060 Lifetime Blend Portfolio's Financial Select Sector SPDR Holding Summary
As of 2025-02-28, 2060 Lifetime Blend Portfolio held 23,551.00 shares of Financial Select Sector SPDR(XLF), totaling $1.23 Mil. This investment constitutes 2.02% of their stock portfolio, and 2060 Lifetime Blend Portfolio now holds 0% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2019Q4. And since then 2060 Lifetime Blend Portfolio has made 13 purchases of XLF, at an average price of $31.54, for a total of 61,299.00 shares. In addition, there have been 7 sales at an average price of $42.89 for 37,748.00 shares. Based on historical transaction data and XLF's current price of $53.07, 2060 Lifetime Blend Portfolio's estimated gain on his XLF holdings is $935,502.22, reflecting a 48.39% gain to date.
2060 Lifetime Blend Portfolio XLF ($53.07) Holding Chart
2060 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 % | |||
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