PERSONAL CFO SOLUTIONS, LLC XLV Holdings History
PERSONAL CFO SOLUTIONS, LLC's Health Care Select Sector SPDR Holding Summary
As of 2025-03-31, PERSONAL CFO SOLUTIONS, LLC held 7,781.00 shares of Health Care Select Sector SPDR(XLV), totaling $1.14 Mil. This investment constitutes 0.23% of their stock portfolio, and PERSONAL CFO SOLUTIONS, LLC now holds 0% of the outstanding Health Care Select Sector SPDR(XLV) stock.
The initial trade took place in 2020Q2. And since then PERSONAL CFO SOLUTIONS, LLC has made 7 purchases of XLV, at an average price of $117.29, for a total of 57,164.00 shares. In addition, there have been 10 sales at an average price of $123.04 for 49,383.00 shares. Based on historical transaction data and XLV's current price of $131.84, PERSONAL CFO SOLUTIONS, LLC's estimated gain on his XLV holdings is $397,356.78, reflecting a 5.93% gain to date.
PERSONAL CFO SOLUTIONS, LLC XLV ($131.84) Holding Chart
PERSONAL CFO SOLUTIONS, LLC XLV ($131.84) 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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