Guerra Advisors Inc XLV Holdings History

Number of Shares
39,311.00
Current Holdings Value*
$5.74 Mil
% of Portfolio
3.21%
Total Estimate Gain
$-527,946.73
% of Total Estimate Gain
-9.24%

Guerra Advisors Inc's Health Care Select Sector SPDR Holding Summary

As of 2025-03-31, Guerra Advisors Inc held 39,311.00 shares of Health Care Select Sector SPDR(XLV), totaling $5.74 Mil. This investment constitutes 3.21% of their stock portfolio, and Guerra Advisors Inc now holds 0.02% of the outstanding Health Care Select Sector SPDR(XLV) stock.

The initial trade took place in 2025Q1. And since then Guerra Advisors Inc has made 1 purchases of XLV, at an average price of $145.27, for a total of 39,311.00 shares. Based on historical transaction data and XLV's current price of $131.84, Guerra Advisors Inc's estimated gain on his XLV holdings is $-527,946.73, reflecting a -9.24% gain to date.

Guerra Advisors Inc XLV ($131.84) Holding Chart

Guerra Advisors Inc 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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