BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC XLE Holdings History
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's The Energy Select Sector SPDR Fund Holding Summary
As of 2025-03-31, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC held 25,901.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $2.42 Mil. This investment constitutes 0.46% of their stock portfolio, and BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC now holds 0.01% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2014Q1. And since then BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC has made 8 purchases of XLE, at an average price of $90.48, for a total of 30,955.00 shares. In addition, there have been 7 sales at an average price of $76.04 for 5,054.00 shares. Based on historical transaction data and XLE's current price of $89.13, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's estimated gain on his XLE holdings is $-107,856.61, reflecting a -3.85% gain to date.
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC XLE ($89.13) Holding Chart
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC XLE ($89.13) 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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