Peak Retirement Planning, Inc. XLP Holdings History
Number of Shares
66,540.00
Current Holdings Value*
$4.95 Mil
% of Portfolio
3.35%
Total Estimate Gain
$-18,631.20
% of Total Estimate Gain
-0.34%
Peak Retirement Planning, Inc.'s Consumer Staples Select Sector SPDR Holding Summary
As of 2024-12-31, Peak Retirement Planning, Inc. held 66,540.00 shares of Consumer Staples Select Sector SPDR(XLP), totaling $4.95 Mil. This investment constitutes 3.35% of their stock portfolio, and Peak Retirement Planning, Inc. now holds 0.03% of the outstanding Consumer Staples Select Sector SPDR(XLP) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and XLP's current price of $80.89, Peak Retirement Planning, Inc.'s estimated gain on his XLP holdings is $-18,631.20, reflecting a -0.34% gain to date.
Peak Retirement Planning, Inc. XLP ($80.89) Holding Chart
Peak Retirement Planning, Inc. XLP ($80.89) 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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