Archetype Wealth Partners Select Sector Spdr Fund Health Transaction History

Archetype Wealth Partners

  • $600 Million
  • Q1 2024

A detailed history of Archetype Wealth Partners transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Archetype Wealth Partners holds 1,708 shares of XLV stock, worth $246,379. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,708
Previous 3,208 46.76%
Holding current value
$246,379
Previous $438,000 42.47%
% of portfolio
0.04%
Previous 0.08%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$138.48 - $147.86 $207,719 - $221,790
-1,500 Reduced 46.76%
1,708 $252,000
Q4 2023

Feb 14, 2024
SELL
$123.14 - $136.38 $2,955 - $3,273
-24 Reduced 0.74%
3,208 $438,000
Q3 2023

Nov 13, 2023
BUY
$128.74 - $136.24 $4,377 - $4,632
34 Added 1.06%
3,232 $416,000
Q2 2023

Aug 14, 2023
SELL
$126.74 - $135.66 $39,796 - $42,597
-314 Reduced 8.94%
3,198 $424,000
Q1 2023

May 10, 2023
BUY
$124.15 - $135.82 $11,173 - $12,223
90 Added 2.63%
3,512 $455,000
Q2 2022

Aug 15, 2022
BUY
N/A
10 Added 0.29%
3,422 $439,000
Q1 2022

May 12, 2022
SELL
N/A
-222 Reduced 6.11%
3,412 $467,000
Q4 2021

Feb 14, 2022
BUY
N/A
1,500 Added 70.29%
3,634 $512,000
Q3 2021

Nov 12, 2021
SELL
N/A
-1,597 Reduced 42.8%
2,134 $272,000
Q2 2021

Aug 13, 2021
SELL
N/A
-79 Reduced 2.07%
3,731 $470,000
Q1 2021

Apr 30, 2021
BUY
N/A
1,500 Added 64.94%
3,810 $445,000
Q4 2020

Feb 12, 2021
SELL
N/A
-251 Reduced 9.8%
2,310 $262,000
Q3 2020

Oct 15, 2020
SELL
N/A
-1,086 Reduced 29.78%
2,561 $270,000
Q2 2020

Aug 13, 2020
BUY
N/A
3,647 New
3,647 $365,000
Q1 2020

May 15, 2020
SELL
N/A
-2,965 Closed
0 $0
Q4 2019

Feb 11, 2020
SELL
N/A
-55 Reduced 1.82%
2,965 $304,000
Q3 2019

Nov 15, 2019
SELL
N/A
-555 Reduced 15.52%
3,020 $272,000
Q2 2019

Aug 12, 2019
BUY
N/A
19 Added 0.53%
3,575 $331,000
Q1 2019

May 16, 2019
SELL
N/A
-3,304 Reduced 48.16%
3,556 $326,000
Q4 2018

Feb 28, 2019
BUY
N/A
6,860 New
6,860 $593,000

Others Institutions Holding XLV

# of Institutions
1,834
Shares Held
210M
Call Options Held
9.43M
Put Options Held
12.8M
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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