Legacy Wealth Management, Inc XLV Holdings History
Legacy Wealth Management, Inc's Health Care Select Sector SPDR Holding Summary
As of 2025-06-30, Legacy Wealth Management, Inc held - shares of Health Care Select Sector SPDR(XLV), totaling N/A. This investment constitutes 0% of their stock portfolio, and Legacy Wealth Management, Inc now holds 0% of the outstanding Health Care Select Sector SPDR(XLV) stock.
The initial trade took place in 2024Q3. And since then Legacy Wealth Management, Inc has made 3 purchases of XLV, at an average price of $150.90, for a total of 5,083.00 shares. In addition, there have been 1 sales at an average price of $135.21 for 5,083.00 shares. Based on historical transaction data and XLV's current price of $135.76, Legacy Wealth Management, Inc's estimated gain on his XLV holdings is $-79,756.21, reflecting a -10.40% gain to date.
Legacy Wealth Management, Inc XLV ($135.76) Holding Chart
Legacy Wealth Management, Inc XLV ($135.76) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
