Legend Financial Advisors, Inc. XLE Holdings History
Legend Financial Advisors, Inc.'s The Energy Select Sector SPDR Fund Holding Summary
As of 2025-03-31, Legend Financial Advisors, Inc. held 18,755.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $1.75 Mil. This investment constitutes 1.29% of their stock portfolio, and Legend Financial Advisors, Inc. now holds 0.01% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2025Q1. And since then Legend Financial Advisors, Inc. has made 1 purchases of XLE, at an average price of $90.17, for a total of 18,755.00 shares. Based on historical transaction data and XLE's current price of $89.13, Legend Financial Advisors, Inc.'s estimated gain on his XLE holdings is $-19,505.20, reflecting a -1.15% gain to date.
Legend Financial Advisors, Inc. XLE ($89.13) Holding Chart
Legend Financial Advisors, Inc. 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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