AAFMAA Wealth Management & Trust LLC XLV Holdings History
AAFMAA Wealth Management & Trust LLC's Health Care Select Sector SPDR Holding Summary
As of 2025-03-31, AAFMAA Wealth Management & Trust LLC held 8,969.00 shares of Health Care Select Sector SPDR(XLV), totaling $1.31 Mil. This investment constitutes 0.59% of their stock portfolio, and AAFMAA Wealth Management & Trust LLC now holds 0% of the outstanding Health Care Select Sector SPDR(XLV) stock.
The initial trade took place in 2024Q2. And since then AAFMAA Wealth Management & Trust LLC has made 3 purchases of XLV, at an average price of $148.31, for a total of 27,548.00 shares. In addition, there have been 1 sales at an average price of $145.27 for 18,579.00 shares. Based on historical transaction data and XLV's current price of $136.32, AAFMAA Wealth Management & Trust LLC's estimated gain on his XLV holdings is $-163,921.84, reflecting a -4.01% gain to date.
AAFMAA Wealth Management & Trust LLC XLV ($136.32) Holding Chart
AAFMAA Wealth Management & Trust LLC XLV ($136.32) 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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