Hillcrest Wealth Advisors - NY, LLC XLE Holdings History
Hillcrest Wealth Advisors - NY, LLC's The Energy Select Sector SPDR Fund Holding Summary
As of 2025-03-31, Hillcrest Wealth Advisors - NY, LLC held - shares of The Energy Select Sector SPDR Fund(XLE), totaling N/A. This investment constitutes 0% of their stock portfolio, and Hillcrest Wealth Advisors - NY, LLC now holds 0% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2018Q4. And since then Hillcrest Wealth Advisors - NY, LLC has made 6 purchases of XLE, at an average price of $55.86, for a total of 138,703.00 shares. In addition, there have been 10 sales at an average price of $52.00 for 138,703.00 shares. Based on historical transaction data and XLE's current price of $85.77, Hillcrest Wealth Advisors - NY, LLC's estimated gain on his XLE holdings is $-535,311.07, reflecting a -6.91% gain to date.
Hillcrest Wealth Advisors - NY, LLC XLE ($85.77) Holding Chart
Hillcrest Wealth Advisors - NY, LLC XLE ($85.77) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
