Stevard, LLC XLE Holdings History
Stevard, LLC's The Energy Select Sector SPDR Fund Holding Summary
As of 2024-12-31, Stevard, LLC held 9,444.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $808,970.00. This investment constitutes 3.02% of their stock portfolio, and Stevard, LLC now holds 0% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2021Q2. And since then Stevard, LLC has made 9 purchases of XLE, at an average price of $65.27, for a total of 39,376.00 shares. In addition, there have been 2 sales at an average price of $89.04 for 29,932.00 shares. Based on historical transaction data and XLE's current price of $86.13, Stevard, LLC's estimated gain on his XLE holdings is $908,592.68, reflecting a 35.35% gain to date.
Stevard, LLC XLE ($86.13) Holding Chart
Stevard, LLC XLE ($86.13) 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
