Segment Wealth Management, LLC XLE Holdings History
Segment Wealth Management, LLC's The Energy Select Sector SPDR Fund Holding Summary
As of 2025-03-31, Segment Wealth Management, LLC held - shares of The Energy Select Sector SPDR Fund(XLE), totaling N/A. This investment constitutes 0% of their stock portfolio, and Segment Wealth Management, LLC now holds 0% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2014Q4. And since then Segment Wealth Management, LLC has made 12 purchases of XLE, at an average price of $54.05, for a total of 325,612.00 shares. In addition, there have been 11 sales at an average price of $80.52 for 325,612.00 shares. Based on historical transaction data and XLE's current price of $85.46, Segment Wealth Management, LLC's estimated gain on his XLE holdings is $8.62 Mil, reflecting a 48.96% gain to date.
Segment Wealth Management, LLC XLE ($85.46) Holding Chart
Segment Wealth Management, LLC XLE ($85.46) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
