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 $696,610. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,654
Previous 4,965 6.26%
Holding current value
$696,610
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
1,980
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
Track This Portfolio

Track Balboa Wealth Partners Portfolio

Follow Balboa Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balboa Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Balboa Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email