Fortis Advisors, LLC XLF Holdings History
Fortis Advisors, LLC's Financial Select Sector SPDR Holding Summary
As of 2025-03-31, Fortis Advisors, LLC held 5,260.00 shares of Financial Select Sector SPDR(XLF), totaling $262,010.00. This investment constitutes 0.17% of their stock portfolio, and Fortis Advisors, LLC now holds 0% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2018Q2. And since then Fortis Advisors, LLC has made 1 purchases of XLF, at an average price of $48.94, for a total of 5,560.00 shares. In addition, there have been 2 sales at an average price of $27.83 for 300.00 shares. Based on historical transaction data and XLF's current price of $52.54, Fortis Advisors, LLC's estimated gain on his XLF holdings is $12,593.80, reflecting a 4.63% gain to date.
Fortis Advisors, LLC XLF ($52.54) Holding Chart
Fortis Advisors, LLC XLF ($52.54) 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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