LifeSteps Financial, Inc. XLK Holdings History
LifeSteps Financial, Inc.'s Technology Select Sector SPDR ETF Holding Summary
As of 2025-06-30, LifeSteps Financial, Inc. held 14,613.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $3.70 Mil. This investment constitutes 2.54% of their stock portfolio, and LifeSteps Financial, Inc. now holds 0% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2019Q4. And since then LifeSteps Financial, Inc. has made 8 purchases of XLK, at an average price of $113.79, for a total of 23,020.00 shares. In addition, there have been 13 sales at an average price of $152.67 for 8,407.00 shares. Based on historical transaction data and XLK's current price of $261.39, LifeSteps Financial, Inc.'s estimated gain on his XLK holdings is $2.48 Mil, reflecting a 94.82% gain to date.
LifeSteps Financial, Inc. XLK ($261.39) Holding Chart
LifeSteps Financial, Inc. XLK ($261.39) 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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