Altus Wealth Management, LLC Select Sector Spdr Fund Health Transaction History

Altus Wealth Management, LLC

$212 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 26, 2022	SELL	$126.55 - $139.44 $11.1 Million - $12.3 Million	-87,931 Closed	0 $0
Q4 2021 Jan 20, 2022	BUY	$125.34 - $141.49 $119,574 - $134,981	954 Added 1.1%	87,931 $12.4 Million
Q3 2021 Oct 18, 2021	BUY	$127.07 - $136.85 $523,020 - $563,274	4,116 Added 4.97%	86,977 $11.1 Million
Q2 2021 Jul 23, 2021	BUY	$116.39 - $126.03 $240,461 - $260,377	2,066 Added 2.56%	82,861 $10.4 Million
Q1 2021 Apr 21, 2021	BUY	$110.8 - $118.5 $322,428 - $344,835	2,910 Added 3.74%	80,795 $9.43 Million
Q4 2020 Jan 22, 2021	SELL	$101.66 - $113.44 $476,378 - $531,579	-4,686 Reduced 5.68%	77,885 $8.84 Million
Q3 2020 Oct 13, 2020	BUY	$100.71 - $109.44 $526,713 - $572,371	5,230 Added 6.76%	82,571 $8.71 Million
Q2 2020 Jul 23, 2020	BUY	$85.21 - $103.92 $101,740 - $124,080	1,194 Added 1.57%	77,341 $7.74 Million
Q1 2020 Apr 28, 2020	BUY	$74.62 - $104.73 $106,781 - $149,868	1,431 Added 1.92%	76,147 $6.75 Million
Q4 2019 Feb 05, 2020	BUY	$87.95 - $103.11 $6.57 Million - $7.7 Million	74,716 New	74,716 $7.61 Million

Others Institutions Holding XLV

# of Institutions

1,941

Shares Held

203M

Call Options Held

10.6M

Put Options Held

16.4M

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
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