High Note Wealth, LLC XLV Holdings History
High Note Wealth, LLC's Health Care Select Sector SPDR Holding Summary
As of 2025-03-31, High Note Wealth, LLC held 76,205.00 shares of Health Care Select Sector SPDR(XLV), totaling $11.13 Mil. This investment constitutes 2.76% of their stock portfolio, and High Note Wealth, LLC now holds 0.03% of the outstanding Health Care Select Sector SPDR(XLV) stock.
The initial trade took place in 2020Q4. And since then High Note Wealth, LLC has made 8 purchases of XLV, at an average price of $117.10, for a total of 86,522.00 shares. In addition, there have been 9 sales at an average price of $141.49 for 10,317.00 shares. Based on historical transaction data and XLV's current price of $135.71, High Note Wealth, LLC's estimated gain on his XLV holdings is $1.67 Mil, reflecting a 16.48% gain to date.
High Note Wealth, LLC XLV ($135.71) Holding Chart
High Note Wealth, LLC XLV ($135.71) 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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