A detailed history of All Terrain Financial Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, All Terrain Financial Advisors, LLC holds 1,898 shares of XLV stock, worth $273,786. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,898
Previous 1,898 -0.0%
Holding current value
$273,786
Previous $258,000 8.53%
% of portfolio
0.12%
Previous 0.12%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 04, 2023

BUY
$126.74 - $135.66 $8,238 - $8,817
65 Added 3.55%
1,898 $251,000
Q4 2022

Feb 14, 2023

SELL
$129.86 - $140.1 $15,453 - $16,671
-119 Reduced 6.1%
1,833 $249,000
Q4 2021

Feb 14, 2022

SELL
N/A
-162 Reduced 7.66%
1,952 $275,000
Q2 2021

Aug 13, 2021

BUY
N/A
2,114 New
2,114 $266,000
Q2 2020

Jul 28, 2020

SELL
N/A
-2,596 Closed
0 $0
Q1 2020

May 14, 2020

SELL
N/A
-1,730 Reduced 39.99%
2,596 $230,000
Q4 2019

Feb 12, 2020

SELL
N/A
-2,087 Reduced 32.54%
4,326 $441,000
Q3 2019

Nov 14, 2019

BUY
N/A
1 Added 0.02%
6,413 $578,000
Q2 2019

Aug 14, 2019

SELL
N/A
-163 Reduced 2.48%
6,412 $594,000
Q1 2019

May 14, 2019

SELL
N/A
-1,076 Reduced 14.06%
6,575 $603,000
Q4 2018

Feb 15, 2019

SELL
N/A
-310 Reduced 3.89%
7,651 $662,000
Q3 2018

Nov 09, 2018

BUY
N/A
1 Added 0.01%
7,961 $757,000
Q2 2018

Aug 09, 2018

SELL
N/A
-276 Reduced 3.35%
7,960 $664,000
Q1 2018

May 15, 2018

BUY
N/A
205 Added 2.55%
8,236 $670,000
Q4 2017

Feb 15, 2018

BUY
N/A
8,031
8,031 $664,000

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


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