Alta Wealth Advisors LLC XLE Holdings History
Alta Wealth Advisors LLC's The Energy Select Sector SPDR Fund Holding Summary
As of 2025-03-31, Alta Wealth Advisors LLC held - shares of The Energy Select Sector SPDR Fund(XLE), totaling N/A. This investment constitutes 0% of their stock portfolio, and Alta Wealth Advisors LLC now holds 0% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2022Q1. And since then Alta Wealth Advisors LLC has made 4 purchases of XLE, at an average price of $78.31, for a total of 27,384.00 shares. In addition, there have been 5 sales at an average price of $84.59 for 27,384.00 shares. Based on historical transaction data and XLE's current price of $88.51, Alta Wealth Advisors LLC's estimated gain on his XLE holdings is $171,976.17, reflecting a 8.02% gain to date.
Alta Wealth Advisors LLC XLE ($88.51) Holding Chart
Alta Wealth Advisors LLC XLE ($88.51) 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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