Buska Wealth Management, LLC XLE Holdings History
Number of Shares
106,632.00
Current Holdings Value*
$9.96 Mil
% of Portfolio
3.12%
Total Estimate Gain
$-190,445.29
% of Total Estimate Gain
-2.05%
Buska Wealth Management, LLC's The Energy Select Sector SPDR Fund Holding Summary
As of 2025-03-31, Buska Wealth Management, LLC held 106,632.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $9.96 Mil. This investment constitutes 3.12% of their stock portfolio, and Buska Wealth Management, LLC now holds 0.03% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2024Q1. And since then Buska Wealth Management, LLC has made 4 purchases of XLE, at an average price of $87.09, for a total of 106,632.00 shares. Based on historical transaction data and XLE's current price of $85.30, Buska Wealth Management, LLC's estimated gain on his XLE holdings is $-190,445.29, reflecting a -2.05% gain to date.
Buska Wealth Management, LLC XLE ($85.30) Holding Chart
Buska Wealth Management, LLC XLE ($85.30) 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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