Number of Shares
4,532.00
Current Holdings Value*
$935,760.00
% of Portfolio
0.69%
Total Estimate Gain
$1.60 Mil
% of Total Estimate Gain
23.79%

FISCHER INVESTMENT STRATEGIES, LLC's Technology Select Sector SPDR ETF Holding Summary

As of 2025-03-31, FISCHER INVESTMENT STRATEGIES, LLC held 4,532.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $935,760.00. This investment constitutes 0.69% of their stock portfolio, and FISCHER INVESTMENT STRATEGIES, LLC now holds 0% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.

The initial trade took place in 2023Q4. And since then FISCHER INVESTMENT STRATEGIES, LLC has made 2 purchases of XLK, at an average price of $182.02, for a total of 36,972.00 shares. In addition, there have been 4 sales at an average price of $220.64 for 32,440.00 shares. Based on historical transaction data and XLK's current price of $258.81, FISCHER INVESTMENT STRATEGIES, LLC's estimated gain on his XLK holdings is $1.60 Mil, reflecting a 23.79% gain to date.

FISCHER INVESTMENT STRATEGIES, LLC XLK ($258.81) Holding Chart

FISCHER INVESTMENT STRATEGIES, LLC XLK ($258.81) 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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