Number of Shares
11,910.00
Current Holdings Value*
$2.46 Mil
% of Portfolio
4.34%
Total Estimate Gain
$994,672.58
% of Total Estimate Gain
42.41%

Solutions 4 Wealth, Ltd's Technology Select Sector SPDR ETF Holding Summary

As of 2025-03-31, Solutions 4 Wealth, Ltd held 11,910.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $2.46 Mil. This investment constitutes 4.34% of their stock portfolio, and Solutions 4 Wealth, Ltd now holds 0% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.

The initial trade took place in 2023Q4. And since then Solutions 4 Wealth, Ltd has made 1 purchases of XLK, at an average price of $178.72, for a total of 13,124.00 shares. In addition, there have been 4 sales at an average price of $213.34 for 1,214.00 shares. Based on historical transaction data and XLK's current price of $258.71, Solutions 4 Wealth, Ltd's estimated gain on his XLK holdings is $994,672.58, reflecting a 42.41% gain to date.

Solutions 4 Wealth, Ltd XLK ($258.71) Holding Chart

Solutions 4 Wealth, Ltd XLK ($258.71) 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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