IronBridge Private Wealth, LLC XLE Holdings History
IronBridge Private Wealth, LLC's The Energy Select Sector SPDR Fund Holding Summary
As of 2025-03-31, IronBridge Private Wealth, LLC held - shares of The Energy Select Sector SPDR Fund(XLE), totaling N/A. This investment constitutes 0% of their stock portfolio, and IronBridge Private Wealth, LLC now holds 0% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2021Q1. And since then IronBridge Private Wealth, LLC has made 5 purchases of XLE, at an average price of $65.92, for a total of 328,420.00 shares. In addition, there have been 5 sales at an average price of $68.02 for 328,420.00 shares. Based on historical transaction data and XLE's current price of $85.96, IronBridge Private Wealth, LLC's estimated gain on his XLE holdings is $692,915.72, reflecting a 3.20% gain to date.
IronBridge Private Wealth, LLC XLE ($85.96) Holding Chart
IronBridge Private Wealth, LLC XLE ($85.96) 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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