Shira Ridge Wealth Management XLV Holdings History
Shira Ridge Wealth Management's Health Care Select Sector SPDR Holding Summary
As of 2025-06-30, Shira Ridge Wealth Management held 4,965.00 shares of Health Care Select Sector SPDR(XLV), totaling $669,220.00. This investment constitutes 0.31% of their stock portfolio, and Shira Ridge Wealth Management now holds 0% of the outstanding Health Care Select Sector SPDR(XLV) stock.
The initial trade took place in 2022Q4. And since then Shira Ridge Wealth Management has made 6 purchases of XLV, at an average price of $133.39, for a total of 44,382.00 shares. In addition, there have been 3 sales at an average price of $143.72 for 39,417.00 shares. Based on historical transaction data and XLV's current price of $136.22, Shira Ridge Wealth Management's estimated gain on his XLV holdings is $421,115.76, reflecting a 7.11% gain to date.
Shira Ridge Wealth Management XLV ($136.22) Holding Chart
Shira Ridge Wealth Management 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
