Number of Shares
65,193.00
Current Holdings Value*
$5.78 Mil
% of Portfolio
3.58%
Total Estimate Gain
$3.89 Mil
% of Total Estimate Gain
38.82%

VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC's Health Care Select Sector SPDR Holding Summary

As of 2020-03-31, VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC held 65,193.00 shares of Health Care Select Sector SPDR(XLV), totaling $5.78 Mil. This investment constitutes 3.58% of their stock portfolio, and VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC now holds 0.02% of the outstanding Health Care Select Sector SPDR(XLV) stock.

The initial trade took place in 2018Q2. And since then VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC has made 4 purchases of XLV, at an average price of $84.64, for a total of 118,339.00 shares. In addition, there have been 4 sales at an average price of $96.80 for 53,146.00 shares. Based on historical transaction data and XLV's current price of $134.36, VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC's estimated gain on his XLV holdings is $3.89 Mil, reflecting a 38.82% gain to date.

VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC XLV ($134.36) Holding Chart

VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC XLV ($134.36) 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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