Falcon Wealth Planning XLE Holdings History
Falcon Wealth Planning's The Energy Select Sector SPDR Fund Holding Summary
As of 2025-06-30, Falcon Wealth Planning held 13,422.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $1.14 Mil. This investment constitutes 0.12% of their stock portfolio, and Falcon Wealth Planning now holds 0% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2020Q4. And since then Falcon Wealth Planning has made 7 purchases of XLE, at an average price of $46.98, for a total of 175,789.00 shares. In addition, there have been 11 sales at an average price of $83.07 for 162,367.00 shares. Based on historical transaction data and XLE's current price of $85.96, Falcon Wealth Planning's estimated gain on his XLE holdings is $6.38 Mil, reflecting a 77.28% gain to date.
Falcon Wealth Planning XLE ($85.96) Holding Chart
Falcon Wealth Planning XLE ($85.96) 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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