Quotient Wealth Partners, LLC XLE Holdings History
Quotient Wealth Partners, LLC's The Energy Select Sector SPDR Fund Holding Summary
As of 2025-03-31, Quotient Wealth Partners, LLC held 7,040.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $657,850.00. This investment constitutes 0.02% of their stock portfolio, and Quotient Wealth Partners, LLC now holds 0% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2023Q4. And since then Quotient Wealth Partners, LLC has made 3 purchases of XLE, at an average price of $92.94, for a total of 595,609.00 shares. In addition, there have been 2 sales at an average price of $90.17 for 588,569.00 shares. Based on historical transaction data and XLE's current price of $86.66, Quotient Wealth Partners, LLC's estimated gain on his XLE holdings is $-1.67 Mil, reflecting a -3.03% gain to date.
Quotient Wealth Partners, LLC XLE ($86.66) Holding Chart
Quotient Wealth Partners, LLC XLE ($86.66) 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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