DecisionMap Wealth Management, LLC XLF Holdings History
Number of Shares
24,034.00
Current Holdings Value*
$1.20 Mil
% of Portfolio
0.91%
Total Estimate Gain
$51,793.27
% of Total Estimate Gain
4.30%
DecisionMap Wealth Management, LLC's Financial Select Sector SPDR Holding Summary
As of 2025-03-31, DecisionMap Wealth Management, LLC held 24,034.00 shares of Financial Select Sector SPDR(XLF), totaling $1.20 Mil. This investment constitutes 0.91% of their stock portfolio, and DecisionMap Wealth Management, LLC now holds 0% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2025Q1. And since then DecisionMap Wealth Management, LLC has made 1 purchases of XLF, at an average price of $50.16, for a total of 24,034.00 shares. Based on historical transaction data and XLF's current price of $52.32, DecisionMap Wealth Management, LLC's estimated gain on his XLF holdings is $51,793.27, reflecting a 4.30% gain to date.
DecisionMap Wealth Management, LLC XLF ($52.32) Holding Chart
DecisionMap Wealth Management, LLC XLF ($52.32) 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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