Number of Shares
87,085.00
Current Holdings Value*
$8.40 Mil
% of Portfolio
2.59%
Total Estimate Gain
$4.51 Mil
% of Total Estimate Gain
42.90%

Proquility Private Wealth Partners, LLC's Communication Services Select Sector SPDR Fund Holding Summary

As of 2025-03-31, Proquility Private Wealth Partners, LLC held 87,085.00 shares of Communication Services Select Sector SPDR Fund(XLC), totaling $8.40 Mil. This investment constitutes 2.59% of their stock portfolio, and Proquility Private Wealth Partners, LLC now holds 0.04% of the outstanding Communication Services Select Sector SPDR Fund(XLC) stock.

The initial trade took place in 2020Q4. And since then Proquility Private Wealth Partners, LLC has made 8 purchases of XLC, at an average price of $63.25, for a total of 166,231.00 shares. In addition, there have been 9 sales at an average price of $72.98 for 79,146.00 shares. Based on historical transaction data and XLC's current price of $106.19, Proquility Private Wealth Partners, LLC's estimated gain on his XLC holdings is $4.51 Mil, reflecting a 42.90% gain to date.

Proquility Private Wealth Partners, LLC XLC ($106.19) Holding Chart

Proquility Private Wealth Partners, LLC XLC ($106.19) 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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