Dynamic US Opportunity Fund XLE Holdings History
Dynamic US Opportunity Fund's The Energy Select Sector SPDR Fund Holding Summary
As of 2025-03-31, Dynamic US Opportunity Fund held 80,220.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $7.50 Mil. This investment constitutes 7.57% of their stock portfolio, and Dynamic US Opportunity Fund now holds 0.02% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2020Q1. And since then Dynamic US Opportunity Fund has made 9 purchases of XLE, at an average price of $65.77, for a total of 303,864.00 shares. In addition, there have been 7 sales at an average price of $73.32 for 223,644.00 shares. Based on historical transaction data and XLE's current price of $87.03, Dynamic US Opportunity Fund's estimated gain on his XLE holdings is $3.39 Mil, reflecting a 16.99% gain to date.
Dynamic US Opportunity Fund XLE ($87.03) Holding Chart
Dynamic US Opportunity Fund XLE ($87.03) 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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