InterOcean Capital Group, LLC XLV Holdings History
InterOcean Capital Group, LLC's Health Care Select Sector SPDR Holding Summary
As of 2024-03-31, InterOcean Capital Group, LLC held 756,736.00 shares of Health Care Select Sector SPDR(XLV), totaling $111.79 Mil. This investment constitutes 2.7% of their stock portfolio, and InterOcean Capital Group, LLC now holds -% of the outstanding Health Care Select Sector SPDR(XLV) stock.
The initial trade took place in 2020Q4. And since then InterOcean Capital Group, LLC has made 10 purchases of XLV, at an average price of $115.80, for a total of 818,727.00 shares. In addition, there have been 3 sales at an average price of $122.63 for 61,991.00 shares. Based on historical transaction data and XLV's current price of $134.25, InterOcean Capital Group, LLC's estimated gain on his XLV holdings is $14.38 Mil, reflecting a 15.17% gain to date.
InterOcean Capital Group, LLC XLV ($134.25) Holding Chart
InterOcean Capital Group, LLC XLV ($134.25) 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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