Lifestyle Blend Aggressive Portfolio XLF Holdings History
Lifestyle Blend Aggressive Portfolio's Financial Select Sector SPDR Holding Summary
As of 2025-02-28, Lifestyle Blend Aggressive Portfolio held 55,856.00 shares of Financial Select Sector SPDR(XLF), totaling $2.91 Mil. This investment constitutes 2.83% of their stock portfolio, and Lifestyle Blend Aggressive Portfolio now holds 0.01% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2019Q4. And since then Lifestyle Blend Aggressive Portfolio has made 6 purchases of XLF, at an average price of $27.80, for a total of 266,148.00 shares. In addition, there have been 14 sales at an average price of $37.92 for 210,292.00 shares. Based on historical transaction data and XLF's current price of $52.94, Lifestyle Blend Aggressive Portfolio's estimated gain on his XLF holdings is $3.53 Mil, reflecting a 47.75% gain to date.
Lifestyle Blend Aggressive Portfolio XLF ($52.94) Holding Chart
Lifestyle Blend Aggressive Portfolio XLF ($52.94) 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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