Proquility Private Wealth Partners, LLC XLF Holdings History
Proquility Private Wealth Partners, LLC's Financial Select Sector SPDR Holding Summary
As of 2025-03-31, Proquility Private Wealth Partners, LLC held 233,471.00 shares of Financial Select Sector SPDR(XLF), totaling $11.63 Mil. This investment constitutes 3.58% of their stock portfolio, and Proquility Private Wealth Partners, LLC now holds 0.02% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2020Q4. And since then Proquility Private Wealth Partners, LLC has made 11 purchases of XLF, at an average price of $33.66, for a total of 323,583.00 shares. In addition, there have been 6 sales at an average price of $35.81 for 90,112.00 shares. Based on historical transaction data and XLF's current price of $52.54, Proquility Private Wealth Partners, LLC's estimated gain on his XLF holdings is $4.60 Mil, reflecting a 42.26% gain to date.
Proquility Private Wealth Partners, LLC XLF ($52.54) Holding Chart
Proquility Private Wealth Partners, LLC XLF ($52.54) 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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