Capstone Wealth Management Group, LLC Select Sector Spdr Fund Health Transaction History

Capstone Wealth Management Group, LLC

  • $154 Million
  • Q2 2024

A detailed history of Capstone Wealth Management Group, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 27,639 shares of XLV stock, worth $4.23 Million. This represents 2.62% of its overall portfolio holdings.

Number of Shares
27,639
Previous 26,610 3.87%
Holding current value
$4.23 Million
Previous $3.93 Million 2.47%
% of portfolio
2.62%
Previous 2.83%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$138.43 - $147.09 $142,444 - $151,355
1,029 Added 3.87%
27,639 $4.03 Million
Q1 2024

Apr 18, 2024
BUY
$138.48 - $147.86 $335,260 - $357,969
2,421 Added 10.01%
26,610 $3.93 Million
Q4 2023

Jan 11, 2024
BUY
$123.14 - $136.38 $337,526 - $373,817
2,741 Added 12.78%
24,189 $3.3 Million
Q3 2023

Nov 09, 2023
BUY
$128.74 - $136.24 $349,014 - $369,346
2,711 Added 14.47%
21,448 $2.76 Million
Q2 2023

Jul 27, 2023
BUY
$126.74 - $135.66 $2.37 Million - $2.54 Million
18,737 New
18,737 $2.49 Million

Others Institutions Holding XLV

# of Institutions
1,856
Shares Held
194M
Call Options Held
8.49M
Put Options Held
10.4M
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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