Turn8 Private Wealth Inc. XLU Holdings History
Turn8 Private Wealth Inc.'s Utilities Select Sector SPDR ETF Holding Summary
As of 2025-03-31, Turn8 Private Wealth Inc. held 9,174.00 shares of Utilities Select Sector SPDR ETF(XLU), totaling $723,370.00. This investment constitutes 0.57% of their stock portfolio, and Turn8 Private Wealth Inc. now holds 0% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.
The initial trade took place in 2025Q1. And since then Turn8 Private Wealth Inc. has made 1 purchases of XLU, at an average price of $78.14, for a total of 9,174.00 shares. Based on historical transaction data and XLU's current price of $84.30, Turn8 Private Wealth Inc.'s estimated gain on his XLU holdings is $56,511.84, reflecting a 7.88% gain to date.
Turn8 Private Wealth Inc. XLU ($84.30) Holding Chart
Turn8 Private Wealth Inc. XLU ($84.30) 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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