Capitol Family Office, Inc. Select Sector Spdr Fund Health Transaction History

Capitol Family Office, Inc.

  • $80.1 Million
  • Q3 2024

A detailed history of Capitol Family Office, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Capitol Family Office, Inc. holds 20,656 shares of XLV stock, worth $2.89 Million. This represents 3.97% of its overall portfolio holdings.

Number of Shares
20,656
Previous 20,004 3.26%
Holding current value
$2.89 Million
Previous $2.92 Million 9.13%
% of portfolio
3.97%
Previous 3.9%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
BUY
$143.3 - $157.24 $93,431 - $102,520
652 Added 3.26%
20,656 $3.18 Million
Q2 2024

Jul 24, 2024
SELL
$138.43 - $147.09 $32,669 - $34,713
-236 Reduced 1.17%
20,004 $2.92 Million
Q1 2024

Apr 15, 2024
SELL
$138.48 - $147.86 $105,937 - $113,112
-765 Reduced 3.64%
20,240 $2.99 Million
Q4 2023

Jan 09, 2024
BUY
$123.14 - $136.38 $65,387 - $72,417
531 Added 2.59%
21,005 $2.86 Million
Q3 2023

Oct 10, 2023
SELL
$128.74 - $136.24 $234,178 - $247,820
-1,819 Reduced 8.16%
20,474 $2.64 Million
Q2 2023

Jul 17, 2023
BUY
$126.74 - $135.66 $24,460 - $26,182
193 Added 0.87%
22,293 $2.96 Million
Q1 2023

Apr 13, 2023
BUY
$124.15 - $135.82 $59,840 - $65,465
482 Added 2.23%
22,100 $2.86 Million
Q4 2022

Jan 20, 2023
BUY
$121.85 - $140.1 $2.63 Million - $3.03 Million
21,618 New
21,618 $0
Q1 2022

Apr 18, 2022
SELL
$126.55 - $139.44 $10 Million - $11.1 Million
-79,350 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$125.34 - $141.49 $9.95 Million - $11.2 Million
79,350 New
79,350 $11.2 Million

Others Institutions Holding XLV

# of Institutions
1,939
Shares Held
203M
Call Options Held
10.6M
Put Options Held
16.4M
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 Capitol Family Office, Inc. Portfolio

Follow Capitol Family Office, Inc. 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 Capitol Family Office, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Capitol Family Office, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email