WealthOne, LLC XLV Holdings History
WealthOne, LLC's Health Care Select Sector SPDR Holding Summary
As of 2023-09-30, WealthOne, LLC held 29,737.00 shares of Health Care Select Sector SPDR(XLV), totaling $3.83 Mil. This investment constitutes 1.55% of their stock portfolio, and WealthOne, LLC now holds 0.01% of the outstanding Health Care Select Sector SPDR(XLV) stock.
The initial trade took place in 2018Q4. And since then WealthOne, LLC has made 11 purchases of XLV, at an average price of $108.28, for a total of 58,194.00 shares. In addition, there have been 8 sales at an average price of $130.32 for 28,457.00 shares. Based on historical transaction data and XLV's current price of $133.53, WealthOne, LLC's estimated gain on his XLV holdings is $1.38 Mil, reflecting a 21.87% gain to date.
WealthOne, LLC XLV ($133.53) Holding Chart
WealthOne, LLC XLV ($133.53) 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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