Lee Financial Co XLE Holdings History
Lee Financial Co's The Energy Select Sector SPDR Fund Holding Summary
As of 2025-03-31, Lee Financial Co held 209,983.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $19.62 Mil. This investment constitutes 3% of their stock portfolio, and Lee Financial Co now holds 0.06% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2018Q2. And since then Lee Financial Co has made 17 purchases of XLE, at an average price of $51.38, for a total of 308,352.00 shares. In addition, there have been 11 sales at an average price of $70.31 for 98,369.00 shares. Based on historical transaction data and XLE's current price of $89.13, Lee Financial Co's estimated gain on his XLE holdings is $9.79 Mil, reflecting a 61.79% gain to date.
Lee Financial Co XLE ($89.13) Holding Chart
Lee Financial Co XLE ($89.13) 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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