A detailed history of Northwest Financial Advisors transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Northwest Financial Advisors holds 1,330 shares of XLV stock, worth $201,681. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,330
Previous 1,775 25.07%
Holding current value
$201,681
Previous $262 Million 26.09%
% of portfolio
0.13%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$138.43 - $147.09 $61,601 - $65,455
-445 Reduced 25.07%
1,330 $194 Million
Q1 2024

May 09, 2024

BUY
$138.48 - $147.86 $177,392 - $189,408
1,281 Added 259.31%
1,775 $262 Million
Q4 2023

Feb 07, 2024

BUY
$123.14 - $136.38 $60,831 - $67,371
494 New
494 $67.4 Million

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
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