Evermay Wealth Management LLC Select Sector Spdr Fund Health Transaction History

Evermay Wealth Management LLC

  • $654 Million
  • Q4 2024

A detailed history of Evermay Wealth Management LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Evermay Wealth Management LLC holds 81 shares of XLV stock, worth $12,091. This represents 0.0% of its overall portfolio holdings.

Number of Shares
81
Previous 113 28.32%
Holding current value
$12,091
Previous $17,000 35.29%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$136.28 - $154.74 $4,360 - $4,951
-32 Reduced 28.32%
81 $11,000
Q3 2024

Oct 25, 2024
SELL
$143.3 - $157.24 $57,320 - $62,896
-400 Reduced 77.97%
113 $17,000
Q3 2023

Nov 13, 2023
BUY
$128.74 - $136.24 $26,391 - $27,929
205 Added 66.56%
513 $66,000
Q2 2022

Aug 15, 2022
BUY
$119.89 - $142.83 $33,689 - $40,135
281 Added 1040.74%
308 $39,000
Q1 2022

May 16, 2022
BUY
$126.55 - $139.44 $2,151 - $2,370
17 Added 170.0%
27 $4,000
Q4 2021

Feb 14, 2022
BUY
$125.34 - $141.49 $1,253 - $1,414
10 New
10 $1,000

Others Institutions Holding XLV

# of Institutions
1,982
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 Evermay Wealth Management LLC Portfolio

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

News

Stay updated on Evermay Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email