SAXON INTERESTS, INC. XLE Holdings History

Number of Shares
4,796.00
Current Holdings Value*
$448,160.00
% of Portfolio
0.21%
Total Estimate Gain
$1.53 Mil
% of Total Estimate Gain
21.74%

SAXON INTERESTS, INC.'s The Energy Select Sector SPDR Fund Holding Summary

As of 2025-03-31, SAXON INTERESTS, INC. held 4,796.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $448,160.00. This investment constitutes 0.21% of their stock portfolio, and SAXON INTERESTS, INC. now holds 0% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.

The initial trade took place in 2021Q4. And since then SAXON INTERESTS, INC. has made 7 purchases of XLE, at an average price of $71.99, for a total of 97,990.00 shares. In addition, there have been 6 sales at an average price of $87.61 for 93,194.00 shares. Based on historical transaction data and XLE's current price of $88.15, SAXON INTERESTS, INC.'s estimated gain on his XLE holdings is $1.53 Mil, reflecting a 21.74% gain to date.

SAXON INTERESTS, INC. XLE ($88.15) Holding Chart

SAXON INTERESTS, INC. XLE ($88.15) 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 %

Top Ranked Articles

  • 1