Newfound Risk Managed US Sectors Fund XLK Holdings History
Newfound Risk Managed US Sectors Fund's Technology Select Sector SPDR ETF Holding Summary
As of 2023-06-30, Newfound Risk Managed US Sectors Fund held 6,089.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $1.06 Mil. This investment constitutes 3.38% of their stock portfolio, and Newfound Risk Managed US Sectors Fund now holds 0% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2020Q1. And since then Newfound Risk Managed US Sectors Fund has made 4 purchases of XLK, at an average price of $106.54, for a total of 38,974.00 shares. In addition, there have been 5 sales at an average price of $120.35 for 32,885.00 shares. Based on historical transaction data and XLK's current price of $260.89, Newfound Risk Managed US Sectors Fund's estimated gain on his XLK holdings is $1.39 Mil, reflecting a 33.58% gain to date.
Newfound Risk Managed US Sectors Fund XLK ($260.89) Holding Chart
Newfound Risk Managed US Sectors Fund XLK ($260.89) 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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