Number of Shares
18,699.00
Current Holdings Value*
$3.86 Mil
% of Portfolio
4.22%
Total Estimate Gain
$2.70 Mil
% of Total Estimate Gain
18.62%

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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