Private Capital XLE Holdings History
Number of Shares
19,109.00
Current Holdings Value*
$1.60 Mil
% of Portfolio
0.18%
Total Estimate Gain
$301,999.00
% of Total Estimate Gain
19.77%
Private Capital's The Energy Select Sector SPDR Fund Holding Summary
As of 2023-12-31, Private Capital Management held 19,109.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $1.60 Mil. This investment constitutes 0.18% of their stock portfolio, and Private Capital Management now holds 0% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2022Q1. And since then Private Capital has made 8 purchases of XLE, at an average price of $79.94, for a total of 19,109.00 shares. Based on historical transaction data and XLE's current price of $95.74, Private Capital's estimated gain on his XLE holdings is $301,999.00, reflecting a 19.77% gain to date.
Private Capital XLE ($95.74) Holding Chart
Private Capital XLE ($95.74) 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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