Bank Of Marin XLV Holdings History

Number of Shares
20,158.00
Current Holdings Value*
$2.94 Mil
% of Portfolio
3.75%
Total Estimate Gain
$729,634.14
% of Total Estimate Gain
28.73%

Bank of Marin's Health Care Select Sector SPDR Holding Summary

As of 2025-03-31, Bank of Marin held 20,158.00 shares of Health Care Select Sector SPDR(XLV), totaling $2.94 Mil. This investment constitutes 3.75% of their stock portfolio, and Bank of Marin now holds 0.01% of the outstanding Health Care Select Sector SPDR(XLV) stock.

The initial trade took place in 2019Q4. And since then Bank of Marin has made 10 purchases of XLV, at an average price of $104.84, for a total of 24,225.00 shares. In addition, there have been 11 sales at an average price of $132.35 for 4,067.00 shares. Based on historical transaction data and XLV's current price of $135.49, Bank of Marin's estimated gain on his XLV holdings is $729,634.14, reflecting a 28.73% gain to date.

Bank of Marin XLV ($135.49) Holding Chart

Bank of Marin XLV ($135.49) 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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