Cooksen Wealth, LLC XLF Holdings History
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 $52.16, Cooksen Wealth, LLC's estimated gain on his XLF holdings is $1.61 Mil, reflecting a 46.49% gain to date.
Cooksen Wealth, LLC XLF ($52.16) Holding Chart
Cooksen Wealth, LLC XLF ($52.16) 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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