GRIMES & COMPANY, INC. XLV Holdings History
GRIMES & COMPANY, INC.'s Health Care Select Sector SPDR Holding Summary
As of 2025-03-31, GRIMES & COMPANY, INC. held 282,995.00 shares of Health Care Select Sector SPDR(XLV), totaling $41.32 Mil. This investment constitutes 1.28% of their stock portfolio, and GRIMES & COMPANY, INC. now holds 0.11% of the outstanding Health Care Select Sector SPDR(XLV) stock.
The initial trade took place in 2015Q2. And since then GRIMES & COMPANY, INC. has made 20 purchases of XLV, at an average price of $118.98, for a total of 1.08 Mil shares. In addition, there have been 10 sales at an average price of $127.40 for 794,124.00 shares. Based on historical transaction data and XLV's current price of $131.92, GRIMES & COMPANY, INC.'s estimated gain on his XLV holdings is $10.35 Mil, reflecting a 8.08% gain to date.
GRIMES & COMPANY, INC. XLV ($131.92) Holding Chart
GRIMES & COMPANY, INC. XLV ($131.92) 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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