Lee Financial Group Hawaii, Inc. XAR Holdings History
Lee Financial Group Hawaii, Inc.'s SPDR S&P Aerospace & Defense ETF Holding Summary
As of 2024-03-31, Lee Financial Group Hawaii, Inc. held 43,327.00 shares of SPDR S&P Aerospace & Defense ETF(XAR), totaling $6.09 Mil. This investment constitutes 4.76% of their stock portfolio, and Lee Financial Group Hawaii, Inc. now holds -% of the outstanding SPDR S&P Aerospace & Defense ETF(XAR) stock.
The initial trade took place in 2020Q1. And since then Lee Financial Group Hawaii, Inc. has made 4 purchases of XAR, at an average price of $111.40, for a total of 129,411.00 shares. In addition, there have been 9 sales at an average price of $85.53 for 86,084.00 shares. Based on historical transaction data and XAR's current price of $222.35, Lee Financial Group Hawaii, Inc.'s estimated gain on his XAR holdings is $2.58 Mil, reflecting a 17.90% gain to date.
Lee Financial Group Hawaii, Inc. XAR ($222.35) Holding Chart
Lee Financial Group Hawaii, Inc. XAR ($222.35) 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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