Number of Shares
32,050.00
Current Holdings Value*
$2.58 Mil
% of Portfolio
3.14%
Total Estimate Gain
$1.87 Mil
% of Total Estimate Gain
13.08%

Tactical Dividend & Momentum Fund's The Energy Select Sector SPDR Fund Holding Summary

As of 2025-04-30, Tactical Dividend & Momentum Fund held 32,050.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $2.58 Mil. This investment constitutes 3.14% of their stock portfolio, and Tactical Dividend & Momentum Fund now holds 0.01% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.

The initial trade took place in 2021Q1. And since then Tactical Dividend & Momentum Fund has made 5 purchases of XLE, at an average price of $67.27, for a total of 213,138.00 shares. In addition, there have been 9 sales at an average price of $74.32 for 181,088.00 shares. Based on historical transaction data and XLE's current price of $85.96, Tactical Dividend & Momentum Fund's estimated gain on his XLE holdings is $1.87 Mil, reflecting a 13.08% gain to date.

Tactical Dividend & Momentum Fund XLE ($85.96) Holding Chart

Tactical Dividend & Momentum Fund 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 %

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