Signify Wealth XLE Holdings History
Signify Wealth's The Energy Select Sector SPDR Fund Holding Summary
As of 2024-12-31, Signify Wealth held 35,868.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $3.07 Mil. This investment constitutes 3.47% of their stock portfolio, and Signify Wealth now holds 0.01% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2023Q3. And since then Signify Wealth has made 2 purchases of XLE, at an average price of $89.99, for a total of 49,009.00 shares. In addition, there have been 1 sales at an average price of $85.51 for 13,141.00 shares. Based on historical transaction data and XLE's current price of $86.66, Signify Wealth's estimated gain on his XLE holdings is $-178,230.91, reflecting a -4.04% gain to date.
Signify Wealth XLE ($86.66) Holding Chart
Signify Wealth XLE ($86.66) 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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