INTERACTIVE FINANCIAL ADVISORS, INC. XLE Holdings History
INTERACTIVE FINANCIAL ADVISORS, INC.'s The Energy Select Sector SPDR Fund Holding Summary
As of 2025-03-31, INTERACTIVE FINANCIAL ADVISORS, INC. held 16,196.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $1.51 Mil. This investment constitutes 0.8% of their stock portfolio, and INTERACTIVE FINANCIAL ADVISORS, INC. now holds 0.01% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2013Q4. And since then INTERACTIVE FINANCIAL ADVISORS, INC. has made 19 purchases of XLE, at an average price of $78.84, for a total of 48,113.00 shares. In addition, there have been 24 sales at an average price of $72.79 for 31,917.00 shares. Based on historical transaction data and XLE's current price of $85.56, INTERACTIVE FINANCIAL ADVISORS, INC.'s estimated gain on his XLE holdings is $-84,060.18, reflecting a -2.22% gain to date.
INTERACTIVE FINANCIAL ADVISORS, INC. XLE ($85.56) Holding Chart
INTERACTIVE FINANCIAL ADVISORS, INC. XLE ($85.56) 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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