Leicht Financial Planning & Wealth Management, Inc. XLK Holdings History
Leicht Financial Planning & Wealth Management, Inc.'s Technology Select Sector SPDR ETF Holding Summary
As of 2025-03-31, Leicht Financial Planning & Wealth Management, Inc held 36,492.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $7.53 Mil. This investment constitutes 3.94% of their stock portfolio, and Leicht Financial Planning & Wealth Management, Inc now holds 0.01% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2019Q4. And since then Leicht Financial Planning & Wealth Management, Inc. has made 14 purchases of XLK, at an average price of $114.10, for a total of 107,778.00 shares. In addition, there have been 8 sales at an average price of $146.37 for 71,286.00 shares. Based on historical transaction data and XLK's current price of $261.23, Leicht Financial Planning & Wealth Management, Inc.'s estimated gain on his XLK holdings is $7.67 Mil, reflecting a 62.36% gain to date.
Leicht Financial Planning & Wealth Management, Inc. XLK ($261.23) Holding Chart
Leicht Financial Planning & Wealth Management, Inc. XLK ($261.23) 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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