TrinityPoint Wealth, LLC XLU Holdings History
TrinityPoint Wealth, LLC's Utilities Select Sector SPDR ETF Holding Summary
As of 2024-12-31, TrinityPoint Wealth, LLC held - shares of Utilities Select Sector SPDR ETF(XLU), totaling N/A. This investment constitutes 0% of their stock portfolio, and TrinityPoint Wealth, LLC now holds 0% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.
The initial trade took place in 2019Q1. And since then TrinityPoint Wealth, LLC has made 10 purchases of XLU, at an average price of $67.53, for a total of 60,187.00 shares. In addition, there have been 6 sales at an average price of $68.11 for 60,187.00 shares. Based on historical transaction data and XLU's current price of $83.75, TrinityPoint Wealth, LLC's estimated gain on his XLU holdings is $34,594.79, reflecting a 0.85% gain to date.
TrinityPoint Wealth, LLC XLU ($83.75) Holding Chart
TrinityPoint Wealth, LLC XLU ($83.75) 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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