Cooksen Wealth, LLC XLC Holdings History

Number of Shares
33,327.00
Current Holdings Value*
$2.72 Mil
% of Portfolio
2.76%
Total Estimate Gain
$1.28 Mil
% of Total Estimate Gain
48.04%

Cooksen Wealth, LLC's Communication Services Select Sector SPDR Fund Holding Summary

As of 2025-03-31, Cooksen Wealth, LLC held 33,327.00 shares of Communication Services Select Sector SPDR Fund(XLC), totaling $2.72 Mil. This investment constitutes 2.76% of their stock portfolio, and Cooksen Wealth, LLC now holds 0.02% of the outstanding Communication Services Select Sector SPDR Fund(XLC) stock.

The initial trade took place in 2023Q4. And since then Cooksen Wealth, LLC has made 4 purchases of XLC, at an average price of $71.15, for a total of 37,471.00 shares. In addition, there have been 1 sales at an average price of $99.87 for 4,144.00 shares. Based on historical transaction data and XLC's current price of $106.01, Cooksen Wealth, LLC's estimated gain on his XLC holdings is $1.28 Mil, reflecting a 48.04% gain to date.

Cooksen Wealth, LLC XLC ($106.01) Holding Chart

Cooksen Wealth, LLC XLC ($106.01) 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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