Leicht Financial Planning & Wealth Management, Inc. XLC Holdings History
Leicht Financial Planning & Wealth Management, Inc.'s Communication Services Select Sector SPDR Fund Holding Summary
As of 2025-03-31, Leicht Financial Planning & Wealth Management, Inc held 47,236.00 shares of Communication Services Select Sector SPDR Fund(XLC), totaling $4.56 Mil. This investment constitutes 2.38% of their stock portfolio, and Leicht Financial Planning & Wealth Management, Inc now holds 0.02% of the outstanding Communication Services Select Sector SPDR Fund(XLC) stock.
The initial trade took place in 2020Q3. And since then Leicht Financial Planning & Wealth Management, Inc. has made 7 purchases of XLC, at an average price of $69.26, for a total of 162,710.00 shares. In addition, there have been 7 sales at an average price of $64.72 for 115,474.00 shares. Based on historical transaction data and XLC's current price of $106.31, Leicht Financial Planning & Wealth Management, Inc.'s estimated gain on his XLC holdings is $1.23 Mil, reflecting a 10.87% gain to date.
Leicht Financial Planning & Wealth Management, Inc. XLC ($106.31) Holding Chart
Leicht Financial Planning & Wealth Management, Inc. XLC ($106.31) 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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