Vivid Wealth Management, LLC XLE Holdings History
Vivid Wealth Management, LLC's The Energy Select Sector SPDR Fund Holding Summary
As of 2025-03-31, Vivid Wealth Management, LLC held 39,986.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $3.74 Mil. This investment constitutes 1.87% of their stock portfolio, and Vivid Wealth Management, LLC now holds 0.01% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2023Q4. And since then Vivid Wealth Management, LLC has made 4 purchases of XLE, at an average price of $85.91, for a total of 40,270.00 shares. In addition, there have been 1 sales at an average price of $90.17 for 284.00 shares. Based on historical transaction data and XLE's current price of $85.47, Vivid Wealth Management, LLC's estimated gain on his XLE holdings is $-16,554.67, reflecting a -0.48% gain to date.
Vivid Wealth Management, LLC XLE ($85.47) Holding Chart
Vivid Wealth Management, LLC XLE ($85.47) 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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