Lake Hills Wealth Management, LLC XLE Holdings History
Lake Hills Wealth Management, LLC's The Energy Select Sector SPDR Fund Holding Summary
As of 2025-06-30, Lake Hills Wealth Management, LLC held - shares of The Energy Select Sector SPDR Fund(XLE), totaling N/A. This investment constitutes 0% of their stock portfolio, and Lake Hills Wealth Management, LLC now holds 0% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2023Q2. And since then Lake Hills Wealth Management, LLC has made 7 purchases of XLE, at an average price of $85.93, for a total of 87,602.00 shares. In addition, there have been 2 sales at an average price of $83.46 for 87,602.00 shares. Based on historical transaction data and XLE's current price of $85.47, Lake Hills Wealth Management, LLC's estimated gain on his XLE holdings is $-216,758.81, reflecting a -2.88% gain to date.
Lake Hills Wealth Management, LLC XLE ($85.47) Holding Chart
Lake Hills Wealth Management, LLC XLE ($85.47) 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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