Fulcrum Equity Management XLF Holdings History
Fulcrum Equity Management's Financial Select Sector SPDR Holding Summary
As of 2025-03-31, Fulcrum Equity Management held 46,009.00 shares of Financial Select Sector SPDR(XLF), totaling $2.29 Mil. This investment constitutes 2.5% of their stock portfolio, and Fulcrum Equity Management now holds 0% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2019Q3. And since then Fulcrum Equity Management has made 11 purchases of XLF, at an average price of $33.08, for a total of 163,809.00 shares. In addition, there have been 11 sales at an average price of $31.94 for 117,800.00 shares. Based on historical transaction data and XLF's current price of $53.19, Fulcrum Equity Management's estimated gain on his XLF holdings is $790,256.94, reflecting a 14.58% gain to date.
Fulcrum Equity Management XLF ($53.19) Holding Chart
Fulcrum Equity Management XLF ($53.19) 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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