Tactical Dividend & Momentum Fund XLV Holdings History
Tactical Dividend & Momentum Fund's Health Care Select Sector SPDR Holding Summary
As of 2025-04-30, Tactical Dividend & Momentum Fund held 63,886.00 shares of Health Care Select Sector SPDR(XLV), totaling $8.97 Mil. This investment constitutes 10.91% of their stock portfolio, and Tactical Dividend & Momentum Fund now holds 0.03% of the outstanding Health Care Select Sector SPDR(XLV) stock.
The initial trade took place in 2020Q3. And since then Tactical Dividend & Momentum Fund has made 6 purchases of XLV, at an average price of $122.85, for a total of 432,240.00 shares. In addition, there have been 11 sales at an average price of $128.41 for 368,354.00 shares. Based on historical transaction data and XLV's current price of $131.84, Tactical Dividend & Momentum Fund's estimated gain on his XLV holdings is $2.62 Mil, reflecting a 4.94% gain to date.
Tactical Dividend & Momentum Fund XLV ($131.84) Holding Chart
Tactical Dividend & Momentum Fund 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
