Number of Shares
14,989.00
Current Holdings Value*
$3.09 Mil
% of Portfolio
2.35%
Total Estimate Gain
$4.12 Mil
% of Total Estimate Gain
93.18%

ALTERNA WEALTH MANAGEMENT, INC's Technology Select Sector SPDR ETF Holding Summary

As of 2025-03-31, ALTERNA WEALTH MANAGEMENT, INC held 14,989.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $3.09 Mil. This investment constitutes 2.35% of their stock portfolio, and ALTERNA WEALTH MANAGEMENT, INC now holds 0% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.

The initial trade took place in 2019Q1. And since then ALTERNA WEALTH MANAGEMENT, INC has made 10 purchases of XLK, at an average price of $88.50, for a total of 49,998.00 shares. In addition, there have been 12 sales at an average price of $134.46 for 35,009.00 shares. Based on historical transaction data and XLK's current price of $256.22, ALTERNA WEALTH MANAGEMENT, INC's estimated gain on his XLK holdings is $4.12 Mil, reflecting a 93.18% gain to date.

ALTERNA WEALTH MANAGEMENT, INC XLK ($256.22) Holding Chart

ALTERNA WEALTH MANAGEMENT, INC XLK ($256.22) 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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