Number of Shares
56,685.00
Current Holdings Value*
$5.20 Mil
% of Portfolio
2.87%
Total Estimate Gain
$12.09 Mil
% of Total Estimate Gain
474.17%

Torch Wealth Management LLC's Technology Select Sector SPDR ETF Holding Summary

As of 2019-12-31, Torch Wealth Management LLC held 56,685.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $5.20 Mil. This investment constitutes 2.87% of their stock portfolio, and Torch Wealth Management LLC now holds 0.02% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.

The initial trade took place in 2014Q1. And since then Torch Wealth Management LLC has made 11 purchases of XLK, at an average price of $43.37, for a total of 58,794.00 shares. In addition, there have been 4 sales at an average price of $64.89 for 2,109.00 shares. Based on historical transaction data and XLK's current price of $255.85, Torch Wealth Management LLC's estimated gain on his XLK holdings is $12.09 Mil, reflecting a 474.17% gain to date.

Torch Wealth Management LLC XLK ($255.85) Holding Chart

Torch Wealth Management LLC XLK ($255.85) 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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