MATRIX PRIVATE CAPITAL GROUP LLC XLE Holdings History
MATRIX PRIVATE CAPITAL GROUP LLC's The Energy Select Sector SPDR Fund Holding Summary
As of 2025-03-31, MATRIX PRIVATE CAPITAL GROUP LLC held 71,918.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $6.72 Mil. This investment constitutes 4.02% of their stock portfolio, and MATRIX PRIVATE CAPITAL GROUP LLC now holds 0.02% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2021Q4. And since then MATRIX PRIVATE CAPITAL GROUP LLC has made 8 purchases of XLE, at an average price of $59.55, for a total of 85,207.00 shares. In addition, there have been 5 sales at an average price of $86.49 for 13,289.00 shares. Based on historical transaction data and XLE's current price of $88.90, MATRIX PRIVATE CAPITAL GROUP LLC's estimated gain on his XLE holdings is $2.47 Mil, reflecting a 48.65% gain to date.
MATRIX PRIVATE CAPITAL GROUP LLC XLE ($88.90) Holding Chart
MATRIX PRIVATE CAPITAL GROUP LLC XLE ($88.90) 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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