RICHARDSON FINANCIAL SERVICES INC. XLE Holdings History
RICHARDSON FINANCIAL SERVICES INC.'s The Energy Select Sector SPDR Fund Holding Summary
As of 2025-03-31, RICHARDSON FINANCIAL SERVICES INC. held 10,573.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $988,050.00. This investment constitutes 0.76% of their stock portfolio, and RICHARDSON FINANCIAL SERVICES INC. now holds 0% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2023Q4. And since then RICHARDSON FINANCIAL SERVICES INC. has made 2 purchases of XLE, at an average price of $89.58, for a total of 31,705.00 shares. In addition, there have been 2 sales at an average price of $88.37 for 21,132.00 shares. Based on historical transaction data and XLE's current price of $86.19, RICHARDSON FINANCIAL SERVICES INC.'s estimated gain on his XLE holdings is $-61,355.78, reflecting a -2.16% gain to date.
RICHARDSON FINANCIAL SERVICES INC. XLE ($86.19) Holding Chart
RICHARDSON FINANCIAL SERVICES INC. XLE ($86.19) 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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