MEANS INVESTMENT CO., INC. XLV Holdings History
MEANS INVESTMENT CO., INC.'s Health Care Select Sector SPDR Holding Summary
As of 2025-03-31, MEANS INVESTMENT CO., INC. held 107,181.00 shares of Health Care Select Sector SPDR(XLV), totaling $15.65 Mil. This investment constitutes 1.66% of their stock portfolio, and MEANS INVESTMENT CO., INC. now holds 0.04% of the outstanding Health Care Select Sector SPDR(XLV) stock.
The initial trade took place in 2021Q3. And since then MEANS INVESTMENT CO., INC. has made 12 purchases of XLV, at an average price of $143.41, for a total of 109,342.00 shares. In addition, there have been 3 sales at an average price of $130.84 for 2,161.00 shares. Based on historical transaction data and XLV's current price of $136.22, MEANS INVESTMENT CO., INC.'s estimated gain on his XLV holdings is $-798,568.55, reflecting a -5.09% gain to date.
MEANS INVESTMENT CO., INC. XLV ($136.22) Holding Chart
MEANS INVESTMENT CO., INC. XLV ($136.22) 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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