TRITONPOINT WEALTH, LLC XLV Holdings History
TRITONPOINT WEALTH, LLC's Health Care Select Sector SPDR Holding Summary
As of 2025-06-30, TRITONPOINT WEALTH, LLC held 53,573.00 shares of Health Care Select Sector SPDR(XLV), totaling $7.22 Mil. This investment constitutes 0.67% of their stock portfolio, and TRITONPOINT WEALTH, LLC now holds 0.02% of the outstanding Health Care Select Sector SPDR(XLV) stock.
The initial trade took place in 2023Q4. And since then TRITONPOINT WEALTH, LLC has made 5 purchases of XLV, at an average price of $138.18, for a total of 61,859.00 shares. In addition, there have been 1 sales at an average price of $135.21 for 8,286.00 shares. Based on historical transaction data and XLV's current price of $131.84, TRITONPOINT WEALTH, LLC's estimated gain on his XLV holdings is $-364,533.50, reflecting a -4.26% gain to date.
TRITONPOINT WEALTH, LLC XLV ($131.84) Holding Chart
TRITONPOINT WEALTH, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
