Copia Wealth Management XLF Holdings History
Copia Wealth Management's Financial Select Sector SPDR Holding Summary
As of 2025-03-31, Copia Wealth Management held 6,831.00 shares of Financial Select Sector SPDR(XLF), totaling $340,250.00. This investment constitutes 0.31% of their stock portfolio, and Copia Wealth Management now holds 0% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2024Q4. And since then Copia Wealth Management has made 1 purchases of XLF, at an average price of $50.01, for a total of 6,831.00 shares. Based on historical transaction data and XLF's current price of $52.01, Copia Wealth Management's estimated gain on his XLF holdings is $13,633.51, reflecting a 3.99% gain to date.
Copia Wealth Management XLF ($52.01) Holding Chart
Copia Wealth Management XLF ($52.01) 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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