Number of Shares
21,540.00
Current Holdings Value*
$3.15 Mil
% of Portfolio
2.52%
Total Estimate Gain
$133,211.93
% of Total Estimate Gain
4.53%

MontVue Capital Management, Inc.'s Health Care Select Sector SPDR Holding Summary

As of 2025-03-31, MontVue Capital Management, Inc. held 21,540.00 shares of Health Care Select Sector SPDR(XLV), totaling $3.15 Mil. This investment constitutes 2.52% of their stock portfolio, and MontVue Capital Management, Inc. now holds 0.01% of the outstanding Health Care Select Sector SPDR(XLV) stock.

The initial trade took place in 2023Q4. In addition, there have been 5 sales at an average price of $145.96 for 1,051.00 shares. Based on historical transaction data and XLV's current price of $135.50, MontVue Capital Management, Inc.'s estimated gain on his XLV holdings is $133,211.93, reflecting a 4.53% gain to date.

MontVue Capital Management, Inc. XLV ($135.50) Holding Chart

MontVue Capital Management, Inc. XLV ($135.50) 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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