Affinity Capital Advisors, LLC XLE Holdings History
Affinity Capital Advisors, LLC's The Energy Select Sector SPDR Fund Holding Summary
As of 2025-06-30, Affinity Capital Advisors, LLC held 4,289.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $363,760.00. This investment constitutes 0.06% of their stock portfolio, and Affinity Capital Advisors, LLC now holds 0% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2023Q4. And since then Affinity Capital Advisors, LLC has made 5 purchases of XLE, at an average price of $87.29, for a total of 54,300.00 shares. In addition, there have been 2 sales at an average price of $89.50 for 50,011.00 shares. Based on historical transaction data and XLE's current price of $86.21, Affinity Capital Advisors, LLC's estimated gain on his XLE holdings is $105,876.55, reflecting a 2.23% gain to date.
Affinity Capital Advisors, LLC XLE ($86.21) Holding Chart
Affinity Capital Advisors, LLC XLE ($86.21) 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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