Nelson Capital Management, LLC XLF Holdings History
Nelson Capital Management, LLC's Financial Select Sector SPDR Holding Summary
As of 2025-03-31, Nelson Capital Management, LLC held 77,840.00 shares of Financial Select Sector SPDR(XLF), totaling $3.88 Mil. This investment constitutes 0.67% of their stock portfolio, and Nelson Capital Management, LLC now holds 0.01% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2014Q1. And since then Nelson Capital Management, LLC has made 26 purchases of XLF, at an average price of $25.01, for a total of 149,048.00 shares. In addition, there have been 10 sales at an average price of $27.01 for 71,208.00 shares. Based on historical transaction data and XLF's current price of $52.80, Nelson Capital Management, LLC's estimated gain on his XLF holdings is $2.31 Mil, reflecting a 61.85% gain to date.
Nelson Capital Management, LLC XLF ($52.80) Holding Chart
Nelson Capital Management, LLC XLF ($52.80) 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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