Cooksen Wealth, LLC XLV Holdings History
Cooksen Wealth, LLC's Health Care Select Sector SPDR Holding Summary
As of 2025-03-31, Cooksen Wealth, LLC held 28,424.00 shares of Health Care Select Sector SPDR(XLV), totaling $4.20 Mil. This investment constitutes 4.26% of their stock portfolio, and Cooksen Wealth, LLC now holds 0.01% of the outstanding Health Care Select Sector SPDR(XLV) stock.
The initial trade took place in 2023Q4. And since then Cooksen Wealth, LLC has made 3 purchases of XLV, at an average price of $132.67, for a total of 31,867.00 shares. In addition, there have been 2 sales at an average price of $150.65 for 3,443.00 shares. Based on historical transaction data and XLV's current price of $135.19, Cooksen Wealth, LLC's estimated gain on his XLV holdings is $133,439.33, reflecting a 3.16% gain to date.
Cooksen Wealth, LLC XLV ($135.19) Holding Chart
Cooksen Wealth, LLC 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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