DUMONT & BLAKE INVESTMENT ADVISORS LLC XLV Holdings History
DUMONT & BLAKE INVESTMENT ADVISORS LLC's Health Care Select Sector SPDR Holding Summary
As of 2025-03-31, DUMONT & BLAKE INVESTMENT ADVISORS LLC held 5,119.00 shares of Health Care Select Sector SPDR(XLV), totaling $747,500.00. This investment constitutes 0.22% of their stock portfolio, and DUMONT & BLAKE INVESTMENT ADVISORS LLC now holds 0% of the outstanding Health Care Select Sector SPDR(XLV) stock.
The initial trade took place in 2014Q3. And since then DUMONT & BLAKE INVESTMENT ADVISORS LLC has made 6 purchases of XLV, at an average price of $89.17, for a total of 21,978.00 shares. In addition, there have been 2 sales at an average price of $80.78 for 16,859.00 shares. Based on historical transaction data and XLV's current price of $131.09, DUMONT & BLAKE INVESTMENT ADVISORS LLC's estimated gain on his XLV holdings is $73,051.36, reflecting a 3.73% gain to date.
DUMONT & BLAKE INVESTMENT ADVISORS LLC XLV ($131.09) Holding Chart
DUMONT & BLAKE INVESTMENT ADVISORS LLC XLV ($131.09) 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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