Private Capital XLF Holdings History

Number of Shares
13,508.00
Current Holdings Value*
$568,950.00
% of Portfolio
0.06%
Total Estimate Gain
$51,732.52
% of Total Estimate Gain
3.42%

Private Capital's Financial Select Sector SPDR Holding Summary

As of 2024-03-31, Private Capital Management held 13,508.00 shares of Financial Select Sector SPDR(XLF), totaling $568,950.00. This investment constitutes 0.06% of their stock portfolio, and Private Capital Management now holds -% of the outstanding Financial Select Sector SPDR(XLF) stock.

The initial trade took place in 2022Q3. And since then Private Capital has made 4 purchases of XLF, at an average price of $34.33, for a total of 44,027.00 shares. In addition, there have been 3 sales at an average price of $32.55 for 30,519.00 shares. Based on historical transaction data and XLF's current price of $42.18, Private Capital's estimated gain on his XLF holdings is $51,732.52, reflecting a 3.42% gain to date.

Private Capital XLF ($42.18) Holding Chart

Private Capital XLF ($42.18) 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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