Catalyst Wealth Management, LLC XLE Holdings History
Catalyst Wealth Management, LLC's The Energy Select Sector SPDR Fund Holding Summary
As of 2023-03-31, Catalyst Wealth Management, LLC held 23,953.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $1.98 Mil. This investment constitutes 1.86% of their stock portfolio, and Catalyst Wealth Management, LLC now holds 0.01% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2022Q4. In addition, there have been 1 sales at an average price of $84.76 for 914.00 shares. Based on historical transaction data and XLE's current price of $85.57, Catalyst Wealth Management, LLC's estimated gain on his XLE holdings is $-18,644.58, reflecting a -0.87% gain to date.
Catalyst Wealth Management, LLC XLE ($85.57) Holding Chart
Catalyst Wealth Management, LLC XLE ($85.57) 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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