WNY Asset Management, LLC XLE Holdings History
WNY Asset Management, LLC's The Energy Select Sector SPDR Fund Holding Summary
As of 2025-03-31, WNY Asset Management, LLC held 12,791.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $1.20 Mil. This investment constitutes 0.14% of their stock portfolio, and WNY Asset Management, LLC now holds 0% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2020Q4. And since then WNY Asset Management, LLC has made 10 purchases of XLE, at an average price of $85.19, for a total of 311,741.00 shares. In addition, there have been 7 sales at an average price of $89.54 for 298,950.00 shares. Based on historical transaction data and XLE's current price of $86.59, WNY Asset Management, LLC's estimated gain on his XLE holdings is $1.32 Mil, reflecting a 4.96% gain to date.
WNY Asset Management, LLC XLE ($86.59) Holding Chart
WNY Asset Management, LLC XLE ($86.59) 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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