Trek Financial, LLC XLV Holdings History
Trek Financial, LLC's Health Care Select Sector SPDR Holding Summary
As of 2025-03-31, Trek Financial, LLC held 188,760.00 shares of Health Care Select Sector SPDR(XLV), totaling $27.56 Mil. This investment constitutes 1.99% of their stock portfolio, and Trek Financial, LLC now holds 0.07% of the outstanding Health Care Select Sector SPDR(XLV) stock.
The initial trade took place in 2019Q1. And since then Trek Financial, LLC has made 12 purchases of XLV, at an average price of $114.95, for a total of 450,926.00 shares. In addition, there have been 12 sales at an average price of $113.87 for 262,166.00 shares. Based on historical transaction data and XLV's current price of $135.93, Trek Financial, LLC's estimated gain on his XLV holdings is $3.68 Mil, reflecting a 7.10% gain to date.
Trek Financial, LLC XLV ($135.93) Holding Chart
Trek Financial, LLC XLV ($135.93) 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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