Balboa Wealth Partners Select Sector Spdr Fund Health Transaction History

Balboa Wealth Partners

  • $422 Million
  • Q4 2024

A detailed history of Balboa Wealth Partners transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Balboa Wealth Partners holds 4,654 shares of XLV stock, worth $682,276. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,654
Previous 4,965 6.26%
Holding current value
$682,276
Previous $764,000 16.23%
% of portfolio
0.15%
Previous 0.2%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$136.28 - $154.74 $42,383 - $48,124
-311 Reduced 6.26%
4,654 $640,000
Q3 2024

Nov 06, 2024
SELL
$143.3 - $157.24 $5,015 - $5,503
-35 Reduced 0.7%
4,965 $764,000
Q2 2024

Aug 13, 2024
BUY
$138.43 - $147.09 $171,653 - $182,391
1,240 Added 32.98%
5,000 $728,000
Q1 2024

May 13, 2024
SELL
$138.48 - $147.86 $143,742 - $153,478
-1,038 Reduced 21.63%
3,760 $555,000
Q4 2023

Feb 09, 2024
BUY
$123.14 - $136.38 $10,959 - $12,137
89 Added 1.89%
4,798 $654,000
Q3 2023

Oct 23, 2023
SELL
$128.74 - $136.24 $18,924 - $20,027
-147 Reduced 3.03%
4,709 $606,000
Q2 2023

Aug 08, 2023
BUY
$126.74 - $135.66 $11,913 - $12,752
94 Added 1.97%
4,856 $644,000
Q1 2023

May 11, 2023
SELL
$124.15 - $135.82 $435,145 - $476,049
-3,505 Reduced 42.4%
4,762 $616,000
Q4 2022

Feb 14, 2023
BUY
$121.85 - $140.1 $158,648 - $182,410
1,302 Added 18.69%
8,267 $1.12 Million
Q3 2022

Jan 04, 2023
BUY
$121.11 - $134.29 $843,531 - $935,329
6,965 New
6,965 $844,000

Others Institutions Holding XLV

# of Institutions
1,988
Shares Held
201M
Call Options Held
13.1M
Put Options Held
19.4M
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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