Fulcrum Equity Management XLK Holdings History
Fulcrum Equity Management's Technology Select Sector SPDR ETF Holding Summary
As of 2025-03-31, Fulcrum Equity Management held 18,699.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $3.86 Mil. This investment constitutes 4.22% of their stock portfolio, and Fulcrum Equity Management now holds 0.01% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2018Q4. And since then Fulcrum Equity Management has made 14 purchases of XLK, at an average price of $146.53, for a total of 99,042.00 shares. In addition, there have been 9 sales at an average price of $154.46 for 80,343.00 shares. Based on historical transaction data and XLK's current price of $256.98, Fulcrum Equity Management's estimated gain on his XLK holdings is $2.70 Mil, reflecting a 18.62% gain to date.
Fulcrum Equity Management XLK ($256.98) Holding Chart
Fulcrum Equity Management XLK ($256.98) 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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