Intrepid Financial Planning Group LLC XLK Holdings History
Intrepid Financial Planning Group LLC's Technology Select Sector SPDR ETF Holding Summary
As of 2025-03-31, Intrepid Financial Planning Group LLC held 3,752.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $774,650.00. This investment constitutes 0.36% of their stock portfolio, and Intrepid Financial Planning Group LLC now holds 0% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2022Q2. In addition, there have been 11 sales at an average price of $216.70 for 37,255.00 shares. Based on historical transaction data and XLK's current price of $247.24, Intrepid Financial Planning Group LLC's estimated gain on his XLK holdings is $3.29 Mil, reflecting a 57.57% gain to date.
Intrepid Financial Planning Group LLC XLK ($247.24) Holding Chart
Intrepid Financial Planning Group LLC XLK ($247.24) 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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