TrinityPoint Wealth, LLC XLF Holdings History
TrinityPoint Wealth, LLC's Financial Select Sector SPDR Holding Summary
As of 2024-12-31, TrinityPoint Wealth, LLC held 172,066.00 shares of Financial Select Sector SPDR(XLF), totaling $8.32 Mil. This investment constitutes 1.17% of their stock portfolio, and TrinityPoint Wealth, LLC now holds 0.02% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2018Q4. And since then TrinityPoint Wealth, LLC has made 15 purchases of XLF, at an average price of $35.38, for a total of 308,978.00 shares. In addition, there have been 9 sales at an average price of $33.46 for 136,912.00 shares. Based on historical transaction data and XLF's current price of $52.54, TrinityPoint Wealth, LLC's estimated gain on his XLF holdings is $2.69 Mil, reflecting a 24.61% gain to date.
TrinityPoint Wealth, LLC XLF ($52.54) Holding Chart
TrinityPoint Wealth, LLC XLF ($52.54) 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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