Benchmark Financial Wealth Advisors, LLC XLV Holdings History
Benchmark Financial Wealth Advisors, LLC's Health Care Select Sector SPDR Holding Summary
As of 2025-03-31, Benchmark Financial Wealth Advisors, LLC held - shares of Health Care Select Sector SPDR(XLV), totaling N/A. This investment constitutes 0% of their stock portfolio, and Benchmark Financial Wealth Advisors, LLC now holds 0% of the outstanding Health Care Select Sector SPDR(XLV) stock.
The initial trade took place in 2021Q1. And since then Benchmark Financial Wealth Advisors, LLC has made 14 purchases of XLV, at an average price of $132.77, for a total of 82,830.00 shares. In addition, there have been 3 sales at an average price of $145.08 for 82,830.00 shares. Based on historical transaction data and XLV's current price of $131.84, Benchmark Financial Wealth Advisors, LLC's estimated gain on his XLV holdings is $1.02 Mil, reflecting a 9.28% gain to date.
Benchmark Financial Wealth Advisors, LLC XLV ($131.84) Holding Chart
Benchmark Financial Wealth Advisors, LLC XLV ($131.84) 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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