Number of Shares
25,865.00
Current Holdings Value*
$2.33 Mil
% of Portfolio
2.08%
Total Estimate Gain
$1.41 Mil
% of Total Estimate Gain
65.07%

ADVANTAGE INVESTMENT MANAGEMENT, LLC's Health Care Select Sector SPDR Holding Summary

As of 2019-09-30, ADVANTAGE INVESTMENT MANAGEMENT, LLC held 25,865.00 shares of Health Care Select Sector SPDR(XLV), totaling $2.33 Mil. This investment constitutes 2.08% of their stock portfolio, and ADVANTAGE INVESTMENT MANAGEMENT, LLC now holds 0.01% of the outstanding Health Care Select Sector SPDR(XLV) stock.

The initial trade took place in 2015Q1. And since then ADVANTAGE INVESTMENT MANAGEMENT, LLC has made 3 purchases of XLV, at an average price of $81.07, for a total of 26,699.00 shares. In addition, there have been 4 sales at an average price of $91.26 for 834.00 shares. Based on historical transaction data and XLV's current price of $135.19, ADVANTAGE INVESTMENT MANAGEMENT, LLC's estimated gain on his XLV holdings is $1.41 Mil, reflecting a 65.07% gain to date.

ADVANTAGE INVESTMENT MANAGEMENT, LLC XLV ($135.19) Holding Chart

ADVANTAGE INVESTMENT MANAGEMENT, LLC XLV ($135.19) 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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