Chicago Wealth Management, Inc. XLF Holdings History
Chicago Wealth Management, Inc.'s Financial Select Sector SPDR Holding Summary
As of 2025-03-31, Chicago Wealth Management, Inc. held 198,939.00 shares of Financial Select Sector SPDR(XLF), totaling $9.91 Mil. This investment constitutes 5.19% of their stock portfolio, and Chicago Wealth Management, Inc. now holds 0.02% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2021Q1. And since then Chicago Wealth Management, Inc. has made 12 purchases of XLF, at an average price of $35.94, for a total of 671,624.00 shares. In addition, there have been 2 sales at an average price of $33.46 for 472,685.00 shares. Based on historical transaction data and XLF's current price of $53.16, Chicago Wealth Management, Inc.'s estimated gain on his XLF holdings is $2.25 Mil, reflecting a 9.32% gain to date.
Chicago Wealth Management, Inc. XLF ($53.16) Holding Chart
Chicago Wealth Management, Inc. XLF ($53.16) 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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