Number of Shares
14,334.00
Current Holdings Value*
$1.03 Mil
% of Portfolio
3.2%
Total Estimate Gain
$918,506.55
% of Total Estimate Gain
53.65%

Fusion Investment Group, LLC's Health Care Select Sector SPDR Holding Summary

As of 2015-12-31, Fusion Investment Group, LLC held 14,334.00 shares of Health Care Select Sector SPDR(XLV), totaling $1.03 Mil. This investment constitutes 3.2% of their stock portfolio, and Fusion Investment Group, LLC now holds 0.01% of the outstanding Health Care Select Sector SPDR(XLV) stock.

The initial trade took place in 2014Q4. And since then Fusion Investment Group, LLC has made 4 purchases of XLV, at an average price of $69.96, for a total of 24,471.00 shares. In addition, there have been 1 sales at an average price of $73.06 for 10,137.00 shares. Based on historical transaction data and XLV's current price of $131.84, Fusion Investment Group, LLC's estimated gain on his XLV holdings is $918,506.55, reflecting a 53.65% gain to date.

Fusion Investment Group, LLC XLV ($131.84) Holding Chart

Fusion Investment 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 %

Top Ranked Articles

  • 1