Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$2.89 Mil
% of Total Estimate Gain
13.09%

New Harbor Financial Group, LLC's Utilities Select Sector SPDR ETF Holding Summary

As of 2025-03-31, New Harbor Financial Group, LLC held - shares of Utilities Select Sector SPDR ETF(XLU), totaling N/A. This investment constitutes 0% of their stock portfolio, and New Harbor Financial Group, LLC now holds 0% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.

The initial trade took place in 2024Q2. And since then New Harbor Financial Group, LLC has made 3 purchases of XLU, at an average price of $69.10, for a total of 319,538.00 shares. In addition, there have been 1 sales at an average price of $78.14 for 319,538.00 shares. Based on historical transaction data and XLU's current price of $80.88, New Harbor Financial Group, LLC's estimated gain on his XLU holdings is $2.89 Mil, reflecting a 13.09% gain to date.

New Harbor Financial Group, LLC XLU ($80.88) Holding Chart

New Harbor Financial Group, LLC XLU ($80.88) 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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