D.B. Root & Company, LLC XLF Holdings History
D.B. Root & Company, LLC's Financial Select Sector SPDR Holding Summary
As of 2025-03-31, D.B. Root & Company, LLC held 31,379.00 shares of Financial Select Sector SPDR(XLF), totaling $1.56 Mil. This investment constitutes 0.5% of their stock portfolio, and D.B. Root & Company, LLC now holds 0% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2018Q2. And since then D.B. Root & Company, LLC has made 12 purchases of XLF, at an average price of $33.97, for a total of 96,841.00 shares. In addition, there have been 14 sales at an average price of $31.55 for 65,462.00 shares. Based on historical transaction data and XLF's current price of $52.55, D.B. Root & Company, LLC's estimated gain on his XLF holdings is $425,151.10, reflecting a 12.93% gain to date.
D.B. Root & Company, LLC XLF ($52.55) Holding Chart
D.B. Root & Company, LLC XLF ($52.55) 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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