Berkeley Capital Partners, LLC XLV Holdings History
Berkeley Capital Partners, LLC's Health Care Select Sector SPDR Holding Summary
As of 2025-03-31, Berkeley Capital Partners, LLC held - shares of Health Care Select Sector SPDR(XLV), totaling N/A. This investment constitutes 0% of their stock portfolio, and Berkeley Capital Partners, LLC now holds 0% of the outstanding Health Care Select Sector SPDR(XLV) stock.
The initial trade took place in 2018Q2. And since then Berkeley Capital Partners, LLC has made 12 purchases of XLV, at an average price of $106.93, for a total of 41,090.00 shares. In addition, there have been 16 sales at an average price of $120.28 for 41,090.00 shares. Based on historical transaction data and XLV's current price of $135.93, Berkeley Capital Partners, LLC's estimated gain on his XLV holdings is $548,570.76, reflecting a 12.49% gain to date.
Berkeley Capital Partners, LLC XLV ($135.93) Holding Chart
Berkeley Capital Partners, LLC XLV ($135.93) 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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