Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$8,820.00
% of Total Estimate Gain
3.90%

LGM Risk Managed Total Return Fund's Technology Select Sector SPDR ETF Holding Summary

As of 2025-02-28, LGM Risk Managed Total Return Fund held - shares of Technology Select Sector SPDR ETF(XLK), totaling N/A. This investment constitutes 0% of their stock portfolio, and LGM Risk Managed Total Return Fund now holds 0% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.

The initial trade took place in 2024Q4. And since then LGM Risk Managed Total Return Fund has made 1 purchases of XLK, at an average price of $226.31, for a total of 1,000.00 shares. In addition, there have been 1 sales at an average price of $235.13 for 1,000.00 shares. Based on historical transaction data and XLK's current price of $256.96, LGM Risk Managed Total Return Fund's estimated gain on his XLK holdings is $8,820.00, reflecting a 3.90% gain to date.

LGM Risk Managed Total Return Fund XLK ($256.96) Holding Chart

LGM Risk Managed Total Return Fund XLK ($256.96) 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 %

Top Ranked Articles

  • 1