Measured Wealth Private Client Group, LLC XLI Holdings History
Measured Wealth Private Client Group, LLC's Industrial Select Sector SPDR Holding Summary
As of 2025-03-31, Measured Wealth Private Client Group, LLC held 6,592.00 shares of Industrial Select Sector SPDR(XLI), totaling $864,020.00. This investment constitutes 0.28% of their stock portfolio, and Measured Wealth Private Client Group, LLC now holds 0% of the outstanding Industrial Select Sector SPDR(XLI) stock.
The initial trade took place in 2022Q4. And since then Measured Wealth Private Client Group, LLC has made 5 purchases of XLI, at an average price of $111.23, for a total of 50,967.00 shares. In addition, there have been 5 sales at an average price of $121.83 for 44,375.00 shares. Based on historical transaction data and XLI's current price of $149.90, Measured Wealth Private Client Group, LLC's estimated gain on his XLI holdings is $725,130.21, reflecting a 12.79% gain to date.
Measured Wealth Private Client Group, LLC XLI ($149.90) Holding Chart
Measured Wealth Private Client Group, LLC XLI ($149.90) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
