D L CARLSON INVESTMENT GROUP INC XLE Holdings History
D L CARLSON INVESTMENT GROUP INC's The Energy Select Sector SPDR Fund Holding Summary
As of 2025-03-31, D L CARLSON INVESTMENT GROUP INC held 111,726.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $10.44 Mil. This investment constitutes 2.01% of their stock portfolio, and D L CARLSON INVESTMENT GROUP INC now holds 0.03% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2015Q4. And since then D L CARLSON INVESTMENT GROUP INC has made 9 purchases of XLE, at an average price of $45.71, for a total of 195,027.00 shares. In addition, there have been 20 sales at an average price of $79.31 for 83,301.00 shares. Based on historical transaction data and XLE's current price of $89.13, D L CARLSON INVESTMENT GROUP INC's estimated gain on his XLE holdings is $7.65 Mil, reflecting a 85.81% gain to date.
D L CARLSON INVESTMENT GROUP INC XLE ($89.13) Holding Chart
D L CARLSON INVESTMENT GROUP INC XLE ($89.13) 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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