Dynamic US Opportunity Fund XLF Holdings History
Dynamic US Opportunity Fund's Financial Select Sector SPDR Holding Summary
As of 2025-03-31, Dynamic US Opportunity Fund held 300,263.00 shares of Financial Select Sector SPDR(XLF), totaling $14.96 Mil. This investment constitutes 15.1% of their stock portfolio, and Dynamic US Opportunity Fund now holds 0.03% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2020Q2. And since then Dynamic US Opportunity Fund has made 9 purchases of XLF, at an average price of $34.36, for a total of 991,861.00 shares. In addition, there have been 6 sales at an average price of $40.20 for 691,598.00 shares. Based on historical transaction data and XLF's current price of $52.55, Dynamic US Opportunity Fund's estimated gain on his XLF holdings is $9.50 Mil, reflecting a 27.88% gain to date.
Dynamic US Opportunity Fund XLF ($52.55) Holding Chart
Dynamic US Opportunity Fund 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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