WesMark Tactical Opportunity Fund XLE Holdings History
WesMark Tactical Opportunity Fund's The Energy Select Sector SPDR Fund Holding Summary
As of 2025-03-31, WESMARK FUNDS held 18,594.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $1.74 Mil. This investment constitutes 3.8% of their stock portfolio, and WESMARK FUNDS now holds 0.01% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2020Q2. And since then WesMark Tactical Opportunity Fund has made 3 purchases of XLE, at an average price of $47.67, for a total of 43,350.00 shares. In addition, there have been 1 sales at an average price of $86.45 for 24,756.00 shares. Based on historical transaction data and XLE's current price of $85.42, WesMark Tactical Opportunity Fund's estimated gain on his XLE holdings is $1.66 Mil, reflecting a 80.44% gain to date.
WesMark Tactical Opportunity Fund XLE ($85.42) Holding Chart
WesMark Tactical Opportunity Fund XLE ($85.42) 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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