Number of Shares
89,095.00
Current Holdings Value*
$8.59 Mil
% of Portfolio
4.4%
Total Estimate Gain
$3.04 Mil
% of Total Estimate Gain
28.09%

Client First Capital LLC's Communication Services Select Sector SPDR Fund Holding Summary

As of 2025-03-31, Client First Capital LLC held 89,095.00 shares of Communication Services Select Sector SPDR Fund(XLC), totaling $8.59 Mil. This investment constitutes 4.4% of their stock portfolio, and Client First Capital LLC now holds 0.04% of the outstanding Communication Services Select Sector SPDR Fund(XLC) stock.

The initial trade took place in 2023Q4. And since then Client First Capital LLC has made 4 purchases of XLC, at an average price of $77.61, for a total of 139,241.00 shares. In addition, there have been 2 sales at an average price of $87.38 for 50,146.00 shares. Based on historical transaction data and XLC's current price of $106.19, Client First Capital LLC's estimated gain on his XLC holdings is $3.04 Mil, reflecting a 28.09% gain to date.

Client First Capital LLC XLC ($106.19) Holding Chart

Client First Capital LLC XLC ($106.19) 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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