Chicago Wealth Management, Inc. XLK Holdings History
Chicago Wealth Management, Inc.'s Technology Select Sector SPDR ETF Holding Summary
As of 2025-03-31, Chicago Wealth Management, Inc. held 9,865.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $2.04 Mil. This investment constitutes 1.07% of their stock portfolio, and Chicago Wealth Management, Inc. now holds 0% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2024Q2. And since then Chicago Wealth Management, Inc. has made 4 purchases of XLK, at an average price of $220.53, for a total of 9,865.00 shares. Based on historical transaction data and XLK's current price of $261.87, Chicago Wealth Management, Inc.'s estimated gain on his XLK holdings is $407,857.96, reflecting a 18.75% gain to date.
Chicago Wealth Management, Inc. XLK ($261.87) Holding Chart
Chicago Wealth Management, Inc. XLK ($261.87) 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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