Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-113,213.87
% of Total Estimate Gain
-2.59%

ELEMENT POINTE ADVISORS, LLC's The Energy Select Sector SPDR Fund Holding Summary

As of 2025-03-31, ELEMENT POINTE ADVISORS, LLC held - shares of The Energy Select Sector SPDR Fund(XLE), totaling N/A. This investment constitutes 0% of their stock portfolio, and ELEMENT POINTE ADVISORS, LLC now holds 0% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.

The initial trade took place in 2018Q4. And since then ELEMENT POINTE ADVISORS, LLC has made 7 purchases of XLE, at an average price of $71.16, for a total of 61,435.00 shares. In addition, there have been 8 sales at an average price of $69.32 for 61,435.00 shares. Based on historical transaction data and XLE's current price of $86.99, ELEMENT POINTE ADVISORS, LLC's estimated gain on his XLE holdings is $-113,213.87, reflecting a -2.59% gain to date.

ELEMENT POINTE ADVISORS, LLC XLE ($86.99) Holding Chart

ELEMENT POINTE ADVISORS, LLC XLE ($86.99) 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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