PERSONAL CFO SOLUTIONS, LLC XLK Holdings History
PERSONAL CFO SOLUTIONS, LLC's Technology Select Sector SPDR ETF Holding Summary
As of 2025-03-31, PERSONAL CFO SOLUTIONS, LLC held - shares of Technology Select Sector SPDR ETF(XLK), totaling N/A. This investment constitutes 0% of their stock portfolio, and PERSONAL CFO SOLUTIONS, LLC now holds 0% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2019Q3. And since then PERSONAL CFO SOLUTIONS, LLC has made 6 purchases of XLK, at an average price of $103.39, for a total of 59,767.00 shares. In addition, there have been 13 sales at an average price of $133.89 for 59,767.00 shares. Based on historical transaction data and XLK's current price of $260.89, PERSONAL CFO SOLUTIONS, LLC's estimated gain on his XLK holdings is $1.82 Mil, reflecting a 29.50% gain to date.
PERSONAL CFO SOLUTIONS, LLC XLK ($260.89) Holding Chart
PERSONAL CFO SOLUTIONS, LLC 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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