Lifestyle Blend Balanced Portfolio XLF Holdings History
Lifestyle Blend Balanced Portfolio's Financial Select Sector SPDR Holding Summary
As of 2025-02-28, Lifestyle Blend Balanced Portfolio held 94,101.00 shares of Financial Select Sector SPDR(XLF), totaling $4.91 Mil. This investment constitutes 1.24% of their stock portfolio, and Lifestyle Blend Balanced 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 Balanced Portfolio has made 7 purchases of XLF, at an average price of $30.75, for a total of 563,065.00 shares. In addition, there have been 13 sales at an average price of $37.95 for 468,964.00 shares. Based on historical transaction data and XLF's current price of $52.39, Lifestyle Blend Balanced Portfolio's estimated gain on his XLF holdings is $5.41 Mil, reflecting a 31.25% gain to date.
Lifestyle Blend Balanced Portfolio XLF ($52.39) Holding Chart
Lifestyle Blend Balanced Portfolio XLF ($52.39) 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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