Cornerstone Wealth Group, LLC XLV Holdings History
Cornerstone Wealth Group, LLC's Health Care Select Sector SPDR Holding Summary
As of 2025-03-31, Cornerstone Wealth Group, LLC held 50,020.00 shares of Health Care Select Sector SPDR(XLV), totaling $7.30 Mil. This investment constitutes 0.6% of their stock portfolio, and Cornerstone Wealth Group, LLC now holds 0.02% of the outstanding Health Care Select Sector SPDR(XLV) stock.
The initial trade took place in 2020Q1. And since then Cornerstone Wealth Group, LLC has made 9 purchases of XLV, at an average price of $128.64, for a total of 205,100.00 shares. In addition, there have been 7 sales at an average price of $134.01 for 155,080.00 shares. Based on historical transaction data and XLV's current price of $131.84, Cornerstone Wealth Group, LLC's estimated gain on his XLV holdings is $992,592.67, reflecting a 3.76% gain to date.
Cornerstone Wealth Group, LLC XLV ($131.84) Holding Chart
Cornerstone Wealth Group, 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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