Transform Wealth, LLC XLP Holdings History
Transform Wealth, LLC's Consumer Staples Select Sector SPDR Holding Summary
As of 2025-03-31, Transform Wealth, LLC held - shares of Consumer Staples Select Sector SPDR(XLP), totaling N/A. This investment constitutes 0% of their stock portfolio, and Transform Wealth, LLC now holds 0% of the outstanding Consumer Staples Select Sector SPDR(XLP) stock.
The initial trade took place in 2018Q2. And since then Transform Wealth, LLC has made 18 purchases of XLP, at an average price of $66.79, for a total of 548,783.00 shares. In addition, there have been 9 sales at an average price of $70.45 for 548,783.00 shares. Based on historical transaction data and XLP's current price of $80.89, Transform Wealth, LLC's estimated gain on his XLP holdings is $2.01 Mil, reflecting a 5.48% gain to date.
Transform Wealth, LLC XLP ($80.89) Holding Chart
Transform Wealth, LLC XLP ($80.89) 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 % | |||
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