Number of Shares
1,761.00
Current Holdings Value*
$257,070.00
% of Portfolio
0.07%
Total Estimate Gain
$723,471.95
% of Total Estimate Gain
2.31%

Activest Wealth Management's Health Care Select Sector SPDR Holding Summary

As of 2025-03-31, Activest Wealth Management held 1,761.00 shares of Health Care Select Sector SPDR(XLV), totaling $257,070.00. This investment constitutes 0.07% of their stock portfolio, and Activest Wealth Management now holds 0% of the outstanding Health Care Select Sector SPDR(XLV) stock.

The initial trade took place in 2021Q1. And since then Activest Wealth Management has made 6 purchases of XLV, at an average price of $129.03, for a total of 242,673.00 shares. In addition, there have been 9 sales at an average price of $131.99 for 240,912.00 shares. Based on historical transaction data and XLV's current price of $134.36, Activest Wealth Management's estimated gain on his XLV holdings is $723,471.95, reflecting a 2.31% gain to date.

Activest Wealth Management XLV ($134.36) Holding Chart

Activest Wealth Management XLV ($134.36) 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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