Bdo Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 308 shares of XLV stock, worth $47,167. This represents 0.0% of its overall portfolio holdings.

Number of Shares

308

Previous 270 14.07%

Holding current value

$47,167

Previous $34,000 17.65%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 01, 2023	BUY	$126.74 - $135.66 $4,816 - $5,155	38 Added 14.07%	308 $40,000
Q3 2021 Nov 09, 2021	BUY	$127.07 - $136.85 $34,308 - $36,949	270 New	270 $34,000
Q2 2021 Sep 03, 2021	SELL	$116.39 - $126.03 $7,216 - $7,813	-62 Closed	0 $0
Q1 2021 May 14, 2021	BUY	$110.8 - $118.5 $6,869 - $7,347	62 New	62 $7,000
Q4 2019 Feb 14, 2020	SELL	$87.95 - $103.11 $7,036 - $8,248	-80 Closed	0 $0
Q3 2019 Nov 12, 2019	BUY	$89.33 - $92.0 $7,146 - $7,360	80 New	80 $7,000
Q2 2019 Aug 09, 2019	SELL	N/A	-385 Closed	0 $0
Q4 2018 Feb 14, 2019	SELL	N/A	-160 Reduced 29.36%	385 $33,000
Q3 2018 Nov 07, 2018	SELL	N/A	-97 Reduced 15.11%	545 $52,000
Q2 2018 Aug 27, 2018	BUY	N/A	167 Added 35.16%	642 $54,000
Q1 2018 May 23, 2018	SELL	N/A	-595 Reduced 55.61%	475 $39,000
Q4 2017 Feb 14, 2018	SELL	N/A	-131 Reduced 10.91%	1,070 $88,000
Q3 2017 Nov 08, 2017	BUY	N/A	1,201	1,201 $98,000

Others Institutions Holding XLV

# of Institutions

1,872

Shares Held

194M

Call Options Held

8.49M

Put Options Held

10.4M

View Full List

About SELECT SECTOR SPDR FUND-HEALTH

Ticker XLV
Sector ETFs
Industry ETFs

More about XLV

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Bdo Wealth Advisors, LLC Select Sector Spdr Fund Health Transaction History