Minot DeBlois Advisors LLC XLF Holdings History
Number of Shares
1,868.00
Current Holdings Value*
$93,050.00
% of Portfolio
0.09%
Total Estimate Gain
$17,246.96
% of Total Estimate Gain
5.34%
Minot DeBlois Advisors LLC's Financial Select Sector SPDR Holding Summary
As of 2025-03-31, Minot DeBlois Advisors LLC held 1,868.00 shares of Financial Select Sector SPDR(XLF), totaling $93,050.00. This investment constitutes 0.09% of their stock portfolio, and Minot DeBlois Advisors LLC now holds 0% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $50.16 for 4,811.00 shares. Based on historical transaction data and XLF's current price of $53.10, Minot DeBlois Advisors LLC's estimated gain on his XLF holdings is $17,246.96, reflecting a 5.34% gain to date.
Minot DeBlois Advisors LLC XLF ($53.10) Holding Chart
Minot DeBlois Advisors LLC XLF ($53.10) 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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