Cooksen Wealth, LLC XLF Holdings History

Number of Shares
90,996.00
Current Holdings Value*
$3.83 Mil
% of Portfolio
3.89%
Total Estimate Gain
$1.66 Mil
% of Total Estimate Gain
47.94%

Cooksen Wealth, LLC's Financial Select Sector SPDR Holding Summary

As of 2025-03-31, Cooksen Wealth, LLC held 90,996.00 shares of Financial Select Sector SPDR(XLF), totaling $3.83 Mil. This investment constitutes 3.89% of their stock portfolio, and Cooksen Wealth, LLC now holds 0.01% of the outstanding Financial Select Sector SPDR(XLF) stock.

The initial trade took place in 2023Q4. And since then Cooksen Wealth, LLC has made 3 purchases of XLF, at an average price of $35.48, for a total of 97,571.00 shares. In addition, there have been 2 sales at an average price of $49.46 for 6,575.00 shares. Based on historical transaction data and XLF's current price of $52.71, Cooksen Wealth, LLC's estimated gain on his XLF holdings is $1.66 Mil, reflecting a 47.94% gain to date.

Cooksen Wealth, LLC XLF ($52.71) Holding Chart

Cooksen Wealth, LLC XLF ($52.71) 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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