WEALTH ADVISORS, INC. XLV Holdings History
WEALTH ADVISORS, INC.'s Health Care Select Sector SPDR Holding Summary
As of 2023-09-30, WEALTH ADVISORS, INC. held 81,344.00 shares of Health Care Select Sector SPDR(XLV), totaling $10.47 Mil. This investment constitutes 4.69% of their stock portfolio, and WEALTH ADVISORS, INC. now holds 0.03% of the outstanding Health Care Select Sector SPDR(XLV) stock.
The initial trade took place in 2019Q4. And since then WEALTH ADVISORS, INC. has made 8 purchases of XLV, at an average price of $102.29, for a total of 104,499.00 shares. In addition, there have been 7 sales at an average price of $127.02 for 23,155.00 shares. Based on historical transaction data and XLV's current price of $135.76, WEALTH ADVISORS, INC.'s estimated gain on his XLV holdings is $3.30 Mil, reflecting a 30.83% gain to date.
WEALTH ADVISORS, INC. XLV ($135.76) Holding Chart
WEALTH ADVISORS, INC. XLV ($135.76) 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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