Fulcrum Equity Management XLC Holdings History
Fulcrum Equity Management's Communication Services Select Sector SPDR Fund Holding Summary
As of 2025-03-31, Fulcrum Equity Management held 32,549.00 shares of Communication Services Select Sector SPDR Fund(XLC), totaling $3.14 Mil. This investment constitutes 3.43% of their stock portfolio, and Fulcrum Equity Management now holds 0.02% of the outstanding Communication Services Select Sector SPDR Fund(XLC) stock.
The initial trade took place in 2019Q3. And since then Fulcrum Equity Management has made 10 purchases of XLC, at an average price of $69.90, for a total of 81,899.00 shares. In addition, there have been 7 sales at an average price of $74.85 for 49,350.00 shares. Based on historical transaction data and XLC's current price of $106.19, Fulcrum Equity Management's estimated gain on his XLC holdings is $1.43 Mil, reflecting a 24.90% gain to date.
Fulcrum Equity Management XLC ($106.19) Holding Chart
Fulcrum Equity Management XLC ($106.19) 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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