Number of Shares
4,469.00
Current Holdings Value*
$922,760.00
% of Portfolio
0.71%
Total Estimate Gain
$372,779.23
% of Total Estimate Gain
20.18%

RICHARDSON FINANCIAL SERVICES INC.'s Technology Select Sector SPDR ETF Holding Summary

As of 2025-03-31, RICHARDSON FINANCIAL SERVICES INC. held 4,469.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $922,760.00. This investment constitutes 0.71% of their stock portfolio, and RICHARDSON FINANCIAL SERVICES INC. now holds 0% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.

The initial trade took place in 2023Q4. And since then RICHARDSON FINANCIAL SERVICES INC. has made 1 purchases of XLK, at an average price of $201.82, for a total of 9,155.00 shares. In addition, there have been 3 sales at an average price of $230.73 for 4,686.00 shares. Based on historical transaction data and XLK's current price of $254.92, RICHARDSON FINANCIAL SERVICES INC.'s estimated gain on his XLK holdings is $372,779.23, reflecting a 20.18% gain to date.

RICHARDSON FINANCIAL SERVICES INC. XLK ($254.92) Holding Chart

RICHARDSON FINANCIAL SERVICES INC. XLK ($254.92) 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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