Buska Wealth Management, LLC XLE Holdings History
Number of Shares
113,497.00
Current Holdings Value*
$9.63 Mil
% of Portfolio
2.63%
Total Estimate Gain
$-72,192.83
% of Total Estimate Gain
-0.73%
Buska Wealth Management, LLC's The Energy Select Sector SPDR Fund Holding Summary
As of 2025-06-30, Buska Wealth Management, LLC held 113,497.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $9.63 Mil. This investment constitutes 2.63% of their stock portfolio, and Buska Wealth Management, LLC now holds 0.04% 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 5 purchases of XLE, at an average price of $86.87, for a total of 113,497.00 shares. Based on historical transaction data and XLE's current price of $86.23, Buska Wealth Management, LLC's estimated gain on his XLE holdings is $-72,192.83, reflecting a -0.73% gain to date.
Buska Wealth Management, LLC XLE ($86.23) Holding Chart
Buska Wealth Management, LLC XLE ($86.23) 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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