Number of Shares
15,000.00
Current Holdings Value*
$1.29 Mil
% of Portfolio
2.82%
Total Estimate Gain
$-52,993.28
% of Total Estimate Gain
-2.48%

WesMark Tactical Opportunity Fund's Materials Select Sector SPDR Holding Summary

As of 2025-03-31, WESMARK FUNDS held 15,000.00 shares of Materials Select Sector SPDR(XLB), totaling $1.29 Mil. This investment constitutes 2.82% of their stock portfolio, and WESMARK FUNDS now holds 0.03% of the outstanding Materials Select Sector SPDR(XLB) stock.

The initial trade took place in 2021Q4. And since then WesMark Tactical Opportunity Fund has made 1 purchases of XLB, at an average price of $90.06, for a total of 23,696.00 shares. In addition, there have been 3 sales at an average price of $83.68 for 8,696.00 shares. Based on historical transaction data and XLB's current price of $90.22, WesMark Tactical Opportunity Fund's estimated gain on his XLB holdings is $-52,993.28, reflecting a -2.48% gain to date.

WesMark Tactical Opportunity Fund XLB ($90.22) Holding Chart

WesMark Tactical Opportunity Fund XLB ($90.22) 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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