Asset Allocation Strategies LLC XLF Holdings History
Asset Allocation Strategies LLC's Financial Select Sector SPDR Holding Summary
As of 2025-03-31, Asset Allocation Strategies LLC held 125,114.00 shares of Financial Select Sector SPDR(XLF), totaling $6.23 Mil. This investment constitutes 1.55% of their stock portfolio, and Asset Allocation Strategies LLC now holds 0.01% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2022Q4. And since then Asset Allocation Strategies LLC has made 3 purchases of XLF, at an average price of $33.08, for a total of 399,341.00 shares. In addition, there have been 6 sales at an average price of $41.13 for 274,227.00 shares. Based on historical transaction data and XLF's current price of $52.21, Asset Allocation Strategies LLC's estimated gain on his XLF holdings is $4.60 Mil, reflecting a 34.82% gain to date.
Asset Allocation Strategies LLC XLF ($52.21) Holding Chart
Asset Allocation Strategies LLC XLF ($52.21) 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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