Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$2.93 Mil
% of Total Estimate Gain
31.44%

Laidlaw Wealth Management LLC's Technology Select Sector SPDR ETF Holding Summary

As of 2025-03-31, Laidlaw Wealth Management LLC held - shares of Technology Select Sector SPDR ETF(XLK), totaling N/A. This investment constitutes 0% of their stock portfolio, and Laidlaw Wealth Management LLC now holds 0% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.

The initial trade took place in 2019Q4. And since then Laidlaw Wealth Management LLC has made 8 purchases of XLK, at an average price of $127.13, for a total of 73,266.00 shares. In addition, there have been 13 sales at an average price of $167.10 for 73,266.00 shares. Based on historical transaction data and XLK's current price of $258.81, Laidlaw Wealth Management LLC's estimated gain on his XLK holdings is $2.93 Mil, reflecting a 31.44% gain to date.

Laidlaw Wealth Management LLC XLK ($258.81) Holding Chart

Laidlaw Wealth Management LLC XLK ($258.81) 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