Number of Shares
61,135.00
Current Holdings Value*
$5.72 Mil
% of Portfolio
4.47%
Total Estimate Gain
$-178,939.85
% of Total Estimate Gain
-2.59%

Turn8 Private Wealth Inc.'s The Energy Select Sector SPDR Fund Holding Summary

As of 2025-03-31, Turn8 Private Wealth Inc. held 61,135.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $5.72 Mil. This investment constitutes 4.47% of their stock portfolio, and Turn8 Private Wealth Inc. now holds 0.02% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $90.17 for 14,820.00 shares. Based on historical transaction data and XLE's current price of $88.15, Turn8 Private Wealth Inc.'s estimated gain on his XLE holdings is $-178,939.85, reflecting a -2.59% gain to date.

Turn8 Private Wealth Inc. XLE ($88.15) Holding Chart

Turn8 Private Wealth Inc. XLE ($88.15) 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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