Total Wealth Planning & Management, Inc. XLK Holdings History
Total Wealth Planning & Management, Inc.'s Technology Select Sector SPDR ETF Holding Summary
As of 2025-03-31, Total Wealth Planning & Management, Inc. held 2,617.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $540,360.00. This investment constitutes 0.51% of their stock portfolio, and Total Wealth Planning & Management, Inc. now holds 0% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $226.74 for 2,899.00 shares. Based on historical transaction data and XLK's current price of $260.89, Total Wealth Planning & Management, Inc.'s estimated gain on his XLK holdings is $55,557.47, reflecting a 4.33% gain to date.
Total Wealth Planning & Management, Inc. XLK ($260.89) Holding Chart
Total Wealth Planning & Management, Inc. XLK ($260.89) 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
