VALLEY FINANCIAL MANAGEMENT, INC. XLV Holdings History
VALLEY FINANCIAL MANAGEMENT, INC.'s Health Care Select Sector SPDR Holding Summary
As of 2023-06-30, VALLEY FINANCIAL MANAGEMENT, INC. held 53,550.00 shares of Health Care Select Sector SPDR(XLV), totaling $7.11 Mil. This investment constitutes 3.68% of their stock portfolio, and VALLEY FINANCIAL MANAGEMENT, INC. now holds 0.02% of the outstanding Health Care Select Sector SPDR(XLV) stock.
The initial trade took place in 2022Q3. And since then VALLEY FINANCIAL MANAGEMENT, INC. has made 2 purchases of XLV, at an average price of $129.65, for a total of 71,009.00 shares. In addition, there have been 1 sales at an average price of $130.20 for 17,459.00 shares. Based on historical transaction data and XLV's current price of $135.90, VALLEY FINANCIAL MANAGEMENT, INC.'s estimated gain on his XLV holdings is $344,326.46, reflecting a 3.74% gain to date.
VALLEY FINANCIAL MANAGEMENT, INC. XLV ($135.90) Holding Chart
VALLEY FINANCIAL MANAGEMENT, INC. XLV ($135.90) 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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