H&H Retirement Design & Management INC XLV Holdings History
H&H Retirement Design & Management INC's Health Care Select Sector SPDR Holding Summary
As of 2025-03-31, H&H Retirement Design & Management INC held 34,579.00 shares of Health Care Select Sector SPDR(XLV), totaling $4.58 Mil. This investment constitutes 3.05% of their stock portfolio, and H&H Retirement Design & Management INC now holds 0.01% of the outstanding Health Care Select Sector SPDR(XLV) stock.
The initial trade took place in 2023Q1. And since then H&H Retirement Design & Management INC has made 6 purchases of XLV, at an average price of $131.49, for a total of 38,497.00 shares. In addition, there have been 3 sales at an average price of $142.89 for 3,918.00 shares. Based on historical transaction data and XLV's current price of $134.06, H&H Retirement Design & Management INC's estimated gain on his XLV holdings is $133,408.65, reflecting a 2.64% gain to date.
H&H Retirement Design & Management INC XLV ($134.06) Holding Chart
H&H Retirement Design & Management INC XLV ($134.06) 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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