Retirement Group, LLC XLE Holdings History
Retirement Group, LLC's The Energy Select Sector SPDR Fund Holding Summary
As of 2024-03-31, Retirement Group, LLC held 7,891.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $745,040.00. This investment constitutes 0.27% of their stock portfolio, and Retirement Group, LLC now holds -% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2019Q4. And since then Retirement Group, LLC has made 12 purchases of XLE, at an average price of $55.03, for a total of 73,854.00 shares. In addition, there have been 4 sales at an average price of $57.69 for 65,963.00 shares. Based on historical transaction data and XLE's current price of $89.13, Retirement Group, LLC's estimated gain on his XLE holdings is $444,765.75, reflecting a 10.94% gain to date.
Retirement Group, LLC XLE ($89.13) Holding Chart
Retirement Group, LLC XLE ($89.13) 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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