Sherman Asset Management, Inc. XLK Holdings History
Number of Shares
30,678.00
Current Holdings Value*
$6.33 Mil
% of Portfolio
6.05%
Total Estimate Gain
$880,400.07
% of Total Estimate Gain
12.33%
Sherman Asset Management, Inc.'s Technology Select Sector SPDR ETF Holding Summary
As of 2025-03-31, Sherman Asset Management, Inc. held 30,678.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $6.33 Mil. This investment constitutes 6.05% of their stock portfolio, and Sherman Asset Management, Inc. now holds 0.01% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2024Q4. And since then Sherman Asset Management, Inc. has made 1 purchases of XLK, at an average price of $232.75, for a total of 30,678.00 shares. Based on historical transaction data and XLK's current price of $261.45, Sherman Asset Management, Inc.'s estimated gain on his XLK holdings is $880,400.07, reflecting a 12.33% gain to date.
Sherman Asset Management, Inc. XLK ($261.45) Holding Chart
Sherman Asset Management, Inc. XLK ($261.45) 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