Risk Paradigm Group, LLC XLE Holdings History
Number of Shares
22,638.00
Current Holdings Value*
$1.30 Mil
% of Portfolio
3.47%
Total Estimate Gain
$265,506.00
% of Total Estimate Gain
15.89%
Risk Paradigm Group, LLC's The Energy Select Sector SPDR Fund Holding Summary
As of 2018-12-31, Risk Paradigm Group, LLC held 22,638.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $1.30 Mil. This investment constitutes 3.47% of their stock portfolio, and Risk Paradigm Group, LLC now holds 0% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2018Q2. And since then Risk Paradigm Group, LLC has made 3 purchases of XLE, at an average price of $73.82, for a total of 22,638.00 shares. Based on historical transaction data and XLE's current price of $85.55, Risk Paradigm Group, LLC's estimated gain on his XLE holdings is $265,506.00, reflecting a 15.89% gain to date.
Risk Paradigm Group, LLC XLE ($85.55) Holding Chart
Risk Paradigm Group, LLC XLE ($85.55) 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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