Key Client Fiduciary Advisors, LLC XLV Holdings History
Key Client Fiduciary Advisors, LLC's Health Care Select Sector SPDR Holding Summary
As of 2025-06-30, Key Client Fiduciary Advisors, LLC held 3,725.00 shares of Health Care Select Sector SPDR(XLV), totaling $502,070.00. This investment constitutes 0.2% of their stock portfolio, and Key Client Fiduciary Advisors, LLC now holds 0% of the outstanding Health Care Select Sector SPDR(XLV) stock.
The initial trade took place in 2021Q4. And since then Key Client Fiduciary Advisors, LLC has made 10 purchases of XLV, at an average price of $138.29, for a total of 9,511.00 shares. In addition, there have been 4 sales at an average price of $134.87 for 5,786.00 shares. Based on historical transaction data and XLV's current price of $136.27, Key Client Fiduciary Advisors, LLC's estimated gain on his XLV holdings is $-27,255.64, reflecting a -2.07% gain to date.
Key Client Fiduciary Advisors, LLC XLV ($136.27) Holding Chart
Key Client Fiduciary Advisors, LLC XLV ($136.27) 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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