Welch Group, LLC XLV Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$474,175.03
% of Total Estimate Gain
2.59%

Welch Group, LLC's Health Care Select Sector SPDR Holding Summary

As of 2025-03-31, Welch Group, LLC held - shares of Health Care Select Sector SPDR(XLV), totaling N/A. This investment constitutes 0% of their stock portfolio, and Welch Group, LLC now holds 0% of the outstanding Health Care Select Sector SPDR(XLV) stock.

The initial trade took place in 2015Q3. And since then Welch Group, LLC has made 7 purchases of XLV, at an average price of $140.85, for a total of 130,217.00 shares. In addition, there have been 5 sales at an average price of $144.49 for 130,217.00 shares. Based on historical transaction data and XLV's current price of $134.79, Welch Group, LLC's estimated gain on his XLV holdings is $474,175.03, reflecting a 2.59% gain to date.

Welch Group, LLC XLV ($134.79) Holding Chart

Welch Group, LLC XLV ($134.79) 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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