Number of Shares
2,913.00
Current Holdings Value*
$244,230.00
% of Portfolio
0.05%
Total Estimate Gain
$472,038.14
% of Total Estimate Gain
52.93%

Bridgecreek Investment Management, LLC's The Energy Select Sector SPDR Fund Holding Summary

As of 2023-12-31, Bridgecreek Investment Management, LLC held 2,913.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $244,230.00. This investment constitutes 0.05% of their stock portfolio, and Bridgecreek Investment Management, LLC now holds 0% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.

The initial trade took place in 2021Q2. And since then Bridgecreek Investment Management, LLC has made 5 purchases of XLE, at an average price of $55.52, for a total of 16,063.00 shares. In addition, there have been 4 sales at an average price of $84.44 for 13,150.00 shares. Based on historical transaction data and XLE's current price of $87.03, Bridgecreek Investment Management, LLC's estimated gain on his XLE holdings is $472,038.14, reflecting a 52.93% gain to date.

Bridgecreek Investment Management, LLC XLE ($87.03) Holding Chart

Bridgecreek Investment Management, LLC XLE ($87.03) 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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