Fortis Group Advisors, LLC XLV Holdings History
Fortis Group Advisors, LLC's Health Care Select Sector SPDR Holding Summary
As of 2025-03-31, Fortis Group Advisors, LLC held 43,713.00 shares of Health Care Select Sector SPDR(XLV), totaling $6.38 Mil. This investment constitutes 1.24% of their stock portfolio, and Fortis Group Advisors, LLC now holds 0.02% of the outstanding Health Care Select Sector SPDR(XLV) stock.
The initial trade took place in 2023Q1. And since then Fortis Group Advisors, LLC has made 6 purchases of XLV, at an average price of $143.53, for a total of 122,678.00 shares. In addition, there have been 3 sales at an average price of $141.76 for 78,965.00 shares. Based on historical transaction data and XLV's current price of $135.76, Fortis Group Advisors, LLC's estimated gain on his XLV holdings is $-479,711.74, reflecting a -2.72% gain to date.
Fortis Group Advisors, LLC XLV ($135.76) Holding Chart
Fortis Group Advisors, LLC XLV ($135.76) 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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