Centric Wealth Management XLV Holdings History
Centric Wealth Management's Health Care Select Sector SPDR Holding Summary
As of 2025-03-31, Centric Wealth Management held 23,109.00 shares of Health Care Select Sector SPDR(XLV), totaling $3.37 Mil. This investment constitutes 0.89% of their stock portfolio, and Centric Wealth Management now holds 0.01% of the outstanding Health Care Select Sector SPDR(XLV) stock.
The initial trade took place in 2022Q1. And since then Centric Wealth Management has made 4 purchases of XLV, at an average price of $139.57, for a total of 34,822.00 shares. In addition, there have been 6 sales at an average price of $132.71 for 11,713.00 shares. Based on historical transaction data and XLV's current price of $135.19, Centric Wealth Management's estimated gain on his XLV holdings is $-181,676.63, reflecting a -3.74% gain to date.
Centric Wealth Management XLV ($135.19) Holding Chart
Centric Wealth Management 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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