Peak Retirement Planning, Inc. XLC Holdings History
Number of Shares
51,622.00
Current Holdings Value*
$4.90 Mil
% of Portfolio
3.31%
Total Estimate Gain
$642,177.68
% of Total Estimate Gain
13.04%
Peak Retirement Planning, Inc.'s Communication Services Select Sector SPDR Fund Holding Summary
As of 2024-12-31, Peak Retirement Planning, Inc. held 51,622.00 shares of Communication Services Select Sector SPDR Fund(XLC), totaling $4.90 Mil. This investment constitutes 3.31% of their stock portfolio, and Peak Retirement Planning, Inc. now holds 0.02% of the outstanding Communication Services Select Sector SPDR Fund(XLC) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and XLC's current price of $107.86, Peak Retirement Planning, Inc.'s estimated gain on his XLC holdings is $642,177.68, reflecting a 13.04% gain to date.
Peak Retirement Planning, Inc. XLC ($107.86) Holding Chart
Peak Retirement Planning, Inc. XLC ($107.86) 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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