Fairfield Financial Advisors, LTD XLE Holdings History
Fairfield Financial Advisors, LTD's The Energy Select Sector SPDR Fund Holding Summary
As of 2025-03-31, Fairfield Financial Advisors, LTD held 34,384.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $3.21 Mil. This investment constitutes 1.82% of their stock portfolio, and Fairfield Financial Advisors, LTD now holds 0.01% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2022Q1. And since then Fairfield Financial Advisors, LTD has made 7 purchases of XLE, at an average price of $79.39, for a total of 52,831.00 shares. In addition, there have been 3 sales at an average price of $91.10 for 18,447.00 shares. Based on historical transaction data and XLE's current price of $89.13, Fairfield Financial Advisors, LTD's estimated gain on his XLE holdings is $550,769.36, reflecting a 13.13% gain to date.
Fairfield Financial Advisors, LTD XLE ($89.13) Holding Chart
Fairfield Financial Advisors, LTD XLE ($89.13) 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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