Cooksen Wealth, LLC XLK Holdings History

Number of Shares
40,609.00
Current Holdings Value*
$8.46 Mil
% of Portfolio
8.58%
Total Estimate Gain
$3.16 Mil
% of Total Estimate Gain
34.52%

Cooksen Wealth, LLC's Technology Select Sector SPDR ETF Holding Summary

As of 2025-03-31, Cooksen Wealth, LLC held 40,609.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $8.46 Mil. This investment constitutes 8.58% of their stock portfolio, and Cooksen Wealth, LLC now holds 0.01% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.

The initial trade took place in 2023Q4. And since then Cooksen Wealth, LLC has made 4 purchases of XLK, at an average price of $186.48, for a total of 49,010.00 shares. In addition, there have been 1 sales at an average price of $226.74 for 8,401.00 shares. Based on historical transaction data and XLK's current price of $255.85, Cooksen Wealth, LLC's estimated gain on his XLK holdings is $3.16 Mil, reflecting a 34.52% gain to date.

Cooksen Wealth, LLC XLK ($255.85) Holding Chart

Cooksen Wealth, LLC XLK ($255.85) 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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