Richard W. Paul & Associates, LLC XLV Holdings History
Richard W. Paul & Associates, LLC's Health Care Select Sector SPDR Holding Summary
As of 2025-03-31, Richard W. Paul & Associates, LLC held 8,778.00 shares of Health Care Select Sector SPDR(XLV), totaling $1.28 Mil. This investment constitutes 0.5% of their stock portfolio, and Richard W. Paul & Associates, LLC now holds 0% of the outstanding Health Care Select Sector SPDR(XLV) stock.
The initial trade took place in 2022Q4. And since then Richard W. Paul & Associates, LLC has made 3 purchases of XLV, at an average price of $132.32, for a total of 29,777.00 shares. In addition, there have been 6 sales at an average price of $144.51 for 20,999.00 shares. Based on historical transaction data and XLV's current price of $131.84, Richard W. Paul & Associates, LLC's estimated gain on his XLV holdings is $251,608.26, reflecting a 6.39% gain to date.
Richard W. Paul & Associates, LLC XLV ($131.84) Holding Chart
Richard W. Paul & Associates, 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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