WMG Financial Advisors, LLC XLE Holdings History
WMG Financial Advisors, LLC's The Energy Select Sector SPDR Fund Holding Summary
As of 2025-03-31, WMG Financial Advisors, LLC held 3,579.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $334,460.00. This investment constitutes 0.14% of their stock portfolio, and WMG Financial Advisors, LLC now holds 0% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2024Q2. And since then WMG Financial Advisors, LLC has made 3 purchases of XLE, at an average price of $91.67, for a total of 10,404.00 shares. In addition, there have been 1 sales at an average price of $90.17 for 6,825.00 shares. Based on historical transaction data and XLE's current price of $85.47, WMG Financial Advisors, LLC's estimated gain on his XLE holdings is $-32,395.47, reflecting a -3.40% gain to date.
WMG Financial Advisors, LLC XLE ($85.47) Holding Chart
WMG Financial Advisors, 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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