KFA Private Wealth Group, LLC XLF Holdings History
KFA Private Wealth Group, LLC's Financial Select Sector SPDR Holding Summary
As of 2025-03-31, KFA Private Wealth Group, LLC held 38,400.00 shares of Financial Select Sector SPDR(XLF), totaling $1.91 Mil. This investment constitutes 0.67% of their stock portfolio, and KFA Private Wealth Group, LLC now holds 0% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2021Q2. And since then KFA Private Wealth Group, LLC has made 15 purchases of XLF, at an average price of $46.33, for a total of 39,079.00 shares. In addition, there have been 1 sales at an average price of $41.15 for 679.00 shares. Based on historical transaction data and XLF's current price of $52.68, KFA Private Wealth Group, LLC's estimated gain on his XLF holdings is $240,237.23, reflecting a 13.27% gain to date.
KFA Private Wealth Group, LLC XLF ($52.68) Holding Chart
KFA Private Wealth Group, LLC XLF ($52.68) 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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