TRITONPOINT WEALTH, LLC XLE Holdings History
TRITONPOINT WEALTH, LLC's The Energy Select Sector SPDR Fund Holding Summary
As of 2025-06-30, TRITONPOINT WEALTH, LLC held 10,403.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $882,280.00. This investment constitutes 0.08% of their stock portfolio, and TRITONPOINT WEALTH, LLC now holds 0% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2023Q4. And since then TRITONPOINT WEALTH, LLC has made 2 purchases of XLE, at an average price of $87.09, for a total of 45,462.00 shares. In addition, there have been 4 sales at an average price of $87.84 for 35,059.00 shares. Based on historical transaction data and XLE's current price of $85.96, TRITONPOINT WEALTH, LLC's estimated gain on his XLE holdings is $14,331.79, reflecting a 0.36% gain to date.
TRITONPOINT WEALTH, LLC XLE ($85.96) Holding Chart
TRITONPOINT WEALTH, LLC XLE ($85.96) 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
