Guardian Partners Inc. XLE Holdings History
Number of Shares
58,990.00
Current Holdings Value*
$4.79 Mil
% of Portfolio
0.5%
Total Estimate Gain
$-198,206.40
% of Total Estimate Gain
-3.73%
Guardian Partners Inc.'s The Energy Select Sector SPDR Fund Holding Summary
As of 2025-03-31, Guardian Partners Inc. held 58,990.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $4.79 Mil. This investment constitutes 0.5% of their stock portfolio, and Guardian Partners Inc. now holds 0.02% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2025Q1. And since then Guardian Partners Inc. has made 1 purchases of XLE, at an average price of $90.17, for a total of 58,990.00 shares. Based on historical transaction data and XLE's current price of $86.81, Guardian Partners Inc.'s estimated gain on his XLE holdings is $-198,206.40, reflecting a -3.73% gain to date.
Guardian Partners Inc. XLE ($86.81) Holding Chart
Guardian Partners Inc. XLE ($86.81) 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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