Measured Wealth Private Client Group, LLC XLV Holdings History
Measured Wealth Private Client Group, LLC's Health Care Select Sector SPDR Holding Summary
As of 2025-03-31, Measured Wealth Private Client Group, LLC held 114,032.00 shares of Health Care Select Sector SPDR(XLV), totaling $16.65 Mil. This investment constitutes 5.34% of their stock portfolio, and Measured Wealth Private Client Group, LLC now holds 0.04% of the outstanding Health Care Select Sector SPDR(XLV) stock.
The initial trade took place in 2018Q2. And since then Measured Wealth Private Client Group, LLC has made 15 purchases of XLV, at an average price of $119.13, for a total of 162,147.00 shares. In addition, there have been 13 sales at an average price of $102.39 for 48,115.00 shares. Based on historical transaction data and XLV's current price of $135.19, Measured Wealth Private Client Group, LLC's estimated gain on his XLV holdings is $1.03 Mil, reflecting a 5.31% gain to date.
Measured Wealth Private Client Group, LLC XLV ($135.19) Holding Chart
Measured Wealth Private Client Group, LLC XLV ($135.19) 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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