Tactical Dividend & Momentum Fund XLU Holdings History
Tactical Dividend & Momentum Fund's Utilities Select Sector SPDR ETF Holding Summary
As of 2025-04-30, Tactical Dividend & Momentum Fund held 26,995.00 shares of Utilities Select Sector SPDR ETF(XLU), totaling $2.13 Mil. This investment constitutes 2.59% of their stock portfolio, and Tactical Dividend & Momentum Fund now holds 0.01% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.
The initial trade took place in 2020Q4. And since then Tactical Dividend & Momentum Fund has made 7 purchases of XLU, at an average price of $64.71, for a total of 167,246.00 shares. In addition, there have been 8 sales at an average price of $66.26 for 140,251.00 shares. Based on historical transaction data and XLU's current price of $84.41, Tactical Dividend & Momentum Fund's estimated gain on his XLU holdings is $749,378.28, reflecting a 6.92% gain to date.
Tactical Dividend & Momentum Fund XLU ($84.41) Holding Chart
Tactical Dividend & Momentum Fund XLU ($84.41) 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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