Waypoint Wealth Counsel XLE Holdings History
waypoint wealth counsel's The Energy Select Sector SPDR Fund Holding Summary
As of 2025-03-31, waypoint wealth counsel held 4,772.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $445,940.00. This investment constitutes 0.28% of their stock portfolio, and waypoint wealth counsel now holds 0% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2022Q4. And since then waypoint wealth counsel has made 1 purchases of XLE, at an average price of $87.08, for a total of 9,854.00 shares. In addition, there have been 3 sales at an average price of $90.07 for 5,082.00 shares. Based on historical transaction data and XLE's current price of $85.15, waypoint wealth counsel's estimated gain on his XLE holdings is $6,003.16, reflecting a 0.70% gain to date.
waypoint wealth counsel XLE ($85.15) Holding Chart
waypoint wealth counsel XLE ($85.15) 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 % | |||
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