Alta Wealth Advisors LLC Select Sector Spdr Fund Health Transaction History

Alta Wealth Advisors LLC

  • $200 Million
  • Q2 2024

A detailed history of Alta Wealth Advisors LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Alta Wealth Advisors LLC holds 2,638 shares of XLV stock, worth $407,518. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,638
Previous 2,772 4.83%
Holding current value
$407,518
Previous $409,000 6.11%
% of portfolio
0.19%
Previous 0.21%

Shares

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

Jul 24, 2024
SELL
$138.43 - $147.09 $18,549 - $19,710
-134 Reduced 4.83%
2,638 $384,000
Q1 2024

May 01, 2024
BUY
$138.48 - $147.86 $2,908 - $3,105
21 Added 0.76%
2,772 $409,000
Q4 2023

Feb 12, 2024
SELL
$123.14 - $136.38 $232,611 - $257,621
-1,889 Reduced 40.71%
2,751 $375,000
Q3 2023

Oct 19, 2023
BUY
$128.74 - $136.24 $4,505 - $4,768
35 Added 0.76%
4,640 $597,000
Q2 2023

Jul 17, 2023
BUY
$126.74 - $135.66 $1,774 - $1,899
14 Added 0.3%
4,605 $611,000
Q1 2023

Apr 21, 2023
BUY
$124.15 - $135.82 $17,256 - $18,878
139 Added 3.12%
4,591 $594,000
Q4 2022

Jan 20, 2023
SELL
$129.86 - $140.1 $15,842 - $17,092
-122 Reduced 2.67%
4,452 $0
Q3 2022

Oct 17, 2022
SELL
N/A
-220 Reduced 4.59%
4,574 $554,000
Q2 2022

Jul 28, 2022
BUY
N/A
326 Added 7.3%
4,794 $617,000
Q1 2022

Apr 27, 2022
BUY
N/A
110 Added 2.52%
4,468 $612,000
Q4 2021

Feb 14, 2022
SELL
N/A
-101 Reduced 2.27%
4,358 $614,000
Q3 2021

Oct 13, 2021
BUY
N/A
12 Added 0.27%
4,459 $568,000
Q2 2021

Aug 02, 2021
SELL
N/A
-98 Reduced 2.16%
4,447 $560,000
Q1 2021

Apr 20, 2021
BUY
N/A
3 Added 0.07%
4,545 $531,000
Q4 2020

Feb 08, 2021
BUY
N/A
4,542 New
4,542 $515,000

Others Institutions Holding XLV

# of Institutions
1,853
Shares Held
194M
Call Options Held
8.49M
Put Options Held
10.4M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

XLV Quotes by TradingView
  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
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