Pinkerton Retirement Specialists, LLC XLE Holdings History
Pinkerton Retirement Specialists, LLC's The Energy Select Sector SPDR Fund Holding Summary
As of 2025-03-31, Pinkerton Retirement Specialists, LLC held 126,400.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $11.81 Mil. This investment constitutes 1.53% of their stock portfolio, and Pinkerton Retirement Specialists, LLC now holds 0.04% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2018Q2. And since then Pinkerton Retirement Specialists, LLC has made 7 purchases of XLE, at an average price of $89.94, for a total of 153,763.00 shares. In addition, there have been 2 sales at an average price of $90.78 for 27,363.00 shares. Based on historical transaction data and XLE's current price of $86.88, Pinkerton Retirement Specialists, LLC's estimated gain on his XLE holdings is $-363,279.36, reflecting a -2.63% gain to date.
Pinkerton Retirement Specialists, LLC XLE ($86.88) Holding Chart
Pinkerton Retirement Specialists, LLC XLE ($86.88) 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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