JSF Financial, LLC XLV Holdings History

Number of Shares
6,262.00
Current Holdings Value*
$861,440.00
% of Portfolio
0.23%
Total Estimate Gain
$316,724.11
% of Total Estimate Gain
3.02%

JSF Financial, LLC's Health Care Select Sector SPDR Holding Summary

As of 2024-12-31, JSF Financial, LLC held 6,262.00 shares of Health Care Select Sector SPDR(XLV), totaling $861,440.00. This investment constitutes 0.23% of their stock portfolio, and JSF Financial, LLC now holds 0% of the outstanding Health Care Select Sector SPDR(XLV) stock.

The initial trade took place in 2022Q2. And since then JSF Financial, LLC has made 7 purchases of XLV, at an average price of $137.70, for a total of 76,105.00 shares. In addition, there have been 4 sales at an average price of $142.46 for 69,843.00 shares. Based on historical transaction data and XLV's current price of $135.23, JSF Financial, LLC's estimated gain on his XLV holdings is $316,724.11, reflecting a 3.02% gain to date.

JSF Financial, LLC XLV ($135.23) Holding Chart

JSF Financial, LLC XLV ($135.23) 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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