WESTWOOD BROADMARK TACTICAL GROWTH FUND XLV Holdings History
WESTWOOD BROADMARK TACTICAL GROWTH FUND's Health Care Select Sector SPDR Holding Summary
As of 2025-04-30, WESTWOOD BROADMARK TACTICAL GROWTH FUND held 27,996.00 shares of Health Care Select Sector SPDR(XLV), totaling $3.93 Mil. This investment constitutes 21.73% of their stock portfolio, and WESTWOOD BROADMARK TACTICAL GROWTH FUND now holds 0.01% of the outstanding Health Care Select Sector SPDR(XLV) stock.
The initial trade took place in 2022Q4. And since then WESTWOOD BROADMARK TACTICAL GROWTH FUND has made 2 purchases of XLV, at an average price of $138.93, for a total of 183,450.00 shares. In addition, there have been 2 sales at an average price of $134.66 for 155,454.00 shares. Based on historical transaction data and XLV's current price of $133.93, WESTWOOD BROADMARK TACTICAL GROWTH FUND's estimated gain on his XLV holdings is $-803,210.47, reflecting a -3.15% gain to date.
WESTWOOD BROADMARK TACTICAL GROWTH FUND XLV ($133.93) Holding Chart
WESTWOOD BROADMARK TACTICAL GROWTH FUND XLV ($133.93) 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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