Cooksen Wealth, LLC XLI Holdings History

Number of Shares
22,118.00
Current Holdings Value*
$2.79 Mil
% of Portfolio
2.83%
Total Estimate Gain
$1.01 Mil
% of Total Estimate Gain
38.61%

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

As of 2025-03-31, Cooksen Wealth, LLC held 22,118.00 shares of Industrial Select Sector SPDR(XLI), totaling $2.79 Mil. This investment constitutes 2.83% of their stock portfolio, and Cooksen Wealth, LLC now holds 0.02% of the outstanding Industrial Select Sector SPDR(XLI) stock.

The initial trade took place in 2023Q4. And since then Cooksen Wealth, LLC has made 4 purchases of XLI, at an average price of $107.74, for a total of 24,306.00 shares. In addition, there have been 1 sales at an average price of $135.13 for 2,188.00 shares. Based on historical transaction data and XLI's current price of $150.74, Cooksen Wealth, LLC's estimated gain on his XLI holdings is $1.01 Mil, reflecting a 38.61% gain to date.

Cooksen Wealth, LLC XLI ($150.74) Holding Chart

Cooksen Wealth, LLC XLI ($150.74) 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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