Variant Private Wealth, LLC XLE Holdings History
Number of Shares
29,081.00
Current Holdings Value*
$2.72 Mil
% of Portfolio
2.92%
Total Estimate Gain
$-93,851.51
% of Total Estimate Gain
-2.15%
Variant Private Wealth, LLC's The Energy Select Sector SPDR Fund Holding Summary
As of 2025-03-31, Variant Private Wealth, LLC held 29,081.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $2.72 Mil. This investment constitutes 2.92% of their stock portfolio, and Variant Private Wealth, LLC now holds 0.01% 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 19,012.00 shares. Based on historical transaction data and XLE's current price of $88.15, Variant Private Wealth, LLC's estimated gain on his XLE holdings is $-93,851.51, reflecting a -2.15% gain to date.
Variant Private Wealth, LLC XLE ($88.15) Holding Chart
Variant Private Wealth, LLC 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 % |
Top Ranked Articles
- 1