A detailed history of Cedar Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Cedar Wealth Management, LLC holds 4,510 shares of XLV stock, worth $628,333. This represents 0.22% of its overall portfolio holdings.

Number of Shares
4,510
Previous 4,940 8.7%
Holding current value
$628,333
Previous $720,000 3.61%
% of portfolio
0.22%
Previous 0.23%

Shares

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

Nov 08, 2024

SELL
$143.3 - $157.24 $61,619 - $67,613
-430 Reduced 8.7%
4,510 $694,000
Q2 2024

Aug 12, 2024

SELL
$138.43 - $147.09 $820,197 - $871,508
-5,925 Reduced 54.53%
4,940 $720,000
Q1 2024

May 13, 2024

SELL
$138.48 - $147.86 $61,762 - $65,945
-446 Reduced 3.94%
10,865 $1.61 Million
Q4 2023

Feb 13, 2024

SELL
$123.14 - $136.38 $459,681 - $509,106
-3,733 Reduced 24.81%
11,311 $1.54 Million
Q3 2023

Oct 27, 2023

BUY
$128.74 - $136.24 $172,125 - $182,152
1,337 Added 9.75%
15,044 $1.94 Million
Q2 2023

Aug 11, 2023

SELL
$126.74 - $135.66 $1,901 - $2,034
-15 Reduced 0.11%
13,707 $1.82 Million
Q1 2023

May 12, 2023

BUY
$124.15 - $135.82 $544,894 - $596,113
4,389 Added 47.03%
13,722 $1.78 Million
Q4 2022

Feb 14, 2023

BUY
$121.85 - $140.1 $1.1 Million - $1.27 Million
9,044 Added 3129.41%
9,333 $1.27 Million
Q2 2021

Aug 09, 2021

BUY
$116.39 - $126.03 $18,506 - $20,038
159 Added 122.31%
289 $36,000
Q1 2020

May 01, 2020

BUY
$74.62 - $104.73 $9,700 - $13,614
130 New
130 $12,000

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
Track This Portfolio

Track Cedar Wealth Management, LLC Portfolio

Follow Cedar Wealth Management, LLC 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 Cedar Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cedar Wealth Management, LLC with notifications on news.